Davies Wealth Management

The Firm

In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm that prides itself on unparalleled service and performance. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

Our Process

We are able to draw upon all the wealth management resources available within and deliver them as a part of one comprehensive strategy. Our belief in a planning-based approach means that all relationships begin with an assessment of the four critical components of wealth management

Our Commitment

At Davies Wealth Management, we treat our clients with courtesy and integrity. Our years of experience and notable expertise ensure that your financial future is in good hands. Our consistent track record of uncompromising ethics instills confidence and trust.

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Our People

Frequently Asked Questions

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Latest News

MARKET MONTH: MAY 2018 #Investing #StockMarket #Retirement

MARKET MONTH: MAY 2018 The Markets (as of market close May 31, 2018) Despite a sell-off on the last day […]

Market Month April 2018 #StockMarket #Investing #Retirement

MARKET WEEK: APRIL 30, 2018 #StockMarket #Investing #Retirement #IRA

The Markets (as of market close April 27, 2018) An avalanche of corporate earnings reports impacted the market last week. […]

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Davies Wealth Management Receives 2015 Best of Fort Lauderdale Award

Awards