Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Planning

We help you maximize your financial plan by planning and preparing your taxes.

Investment Planning and Strategy

Professionally managed, low cost, and customized to your situation.

Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

Estate & Legacy Planning for Hobe Sound and Jupiter Island

Hobe Sound’s wealth is famously quiet. From Jupiter Island to Loblolly and Medalist, this is a community that values privacy, discretion, and stewardship — of both wealth and the natural places that make Martin County what it is. At Davies Wealth Management, minutes north in Stuart, we serve Hobe Sound families whose planning questions are measured in generations.

Estate Planning Under the Permanent $15 Million Exemption

The One Big Beautiful Bill Act made the federal estate and gift tax exemption permanent at $15 million per person — $30 million for a married couple — indexed for inflation. For substantial Hobe Sound estates, that permanence changes the posture of planning: less racing a deadline, more deliberate architecture. We coordinate with your estate attorney on trust funding, titling, and beneficiary alignment, and we model how portfolio decisions today shape what actually transfers tomorrow.

Concentrated Wealth, Handled Deliberately

Significant estates are rarely simple ones: concentrated stock positions, closely held business interests, multiple properties, and family entities each carry their own tax and liquidity considerations. We help families reduce concentration risk on a tax-aware schedule and keep enough liquidity in the estate that heirs are never forced sellers.

Philanthropy and the Next Generation

Hobe Sound’s conservation ethic runs deep, and many families want their wealth to reflect it. We help structure charitable giving — from donor-advised funds to charitable trusts, in coordination with your tax and legal advisors — and, just as important, help prepare the next generation to inherit well: family meetings, governance, and a plan the heirs actually understand.

Davies Wealth Management is a fee-based fiduciary. Most of our compensation comes from advisory fees paid directly by clients; when a plan calls for an insurance or annuity product, we may receive a commission, disclosed at point of sale. The fiduciary standard applies to every recommendation either way.

As an independent financial advisor in Stuart, FL, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
We are a boutique financial advisory firm and we thrive on building long-term relationships with our clients.
Davies Wealth Management prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Find out more

We have found Davies Wealth Management to be exactly what we have needed to manage our financial matters.

Dr Mitch and Meredith, Melbourne

They have been extremely helpful, and very practical, in their advice on Retirement, inheritance tax planning and investment strategies.

Helen P, Pre-Retiree

Just to say thank you for the time you obviously put into my strategies.

Jorge L, Self Funded Retiree

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason N, IT Professional








Davies Wealth Management
5.0
Based on 14 reviews
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Jaime Gonzalez
3 years ago




I recently had the pleasure of speaking with Thomas Davies with Davis Wealth Management. As someone who values prudent financial planning and a personalized approach, I am delighted to share my positive experience with their services.
Thomas demonstrated a high level of professionalism and expertise throughout our engagement. From our initial consultation to the development of a comprehensive financial plan, their attention to detail and commitment to understanding my unique financial goals were evident.
One aspect that stood out to me was Thomas's ability to explain complex financial concepts in a clear and understandable manner. He took the time to patiently answer my questions, ensuring that I felt confident and informed about the decisions I was making.
Moreover, I found Thomas to be technologically savvy, utilizing modern tools and resources to enhance the efficiency of the financial planning process. This commitment to staying current with industry trends and technology was reassuring and demonstrated a dedication to providing a high level of service.
I am grateful for the guidance and peace of mind that Thomas Davies from Davies Wealth Management has provided me. Choosing them was undoubtedly a wise decision, and I look forward to continuing our successful financial partnership in the years to come.







Geoffrey Langbart
3 years ago




Tom is well informed, driven planner with a sophisticated understanding of his clients' needs and an ability to create and communicate comprehensive plans in an attempt to guide his clients towards a place of financial stability.







Stephen Lombardi
3 years ago




Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.







Omar Abdel
3 years ago




Very knowledgeable financial advisor. Wouldn’t trust my money with anyone else.







Joseph De La Cruz
3 years ago




These guys are great to work with.  They go the extra mile to assist clients.







Thurman Mintz
4 years ago




Mr Davies was very responsive to all my needs and questions
highly recommend his company







ROSEANN BIRCH
4 years ago




Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.







Don Karney
4 years ago




I learn something new about wealth management & financial planning every time I talk to Tom.  Solid guy.  He knows what he is doing.







Jonathan White
4 years ago




Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!







Mitchell Roffer
4 years ago




Friendly, knowledgeable and attentive to clients needs. Always responds promptly.







Keith Royle
4 years ago




I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.







ahuva gamliel
4 years ago




Great advice, great results!







Oren Kiriat
8 years ago




Excellent source for investing. Tom is very personal and great at adapting to our individual needs and ensuring we are moving in the direction we are looking for and know we are in a trusted firm.