The Fiduciary Standard of the Treasure Coast

At Davies Wealth Management, we believe wealth management is an institutional discipline, not a sales opportunity. As a fee-only fiduciary, we provide the objective oversight required by high-net-worth families, executives, and professional athletes who demand transparency and sophisticated strategy.

Strategic Independence

Most "advisors" in Florida are actually brokers—salespeople incentivized by commissions and proprietary products. We’ve removed those conflicts. Our independence is our greatest asset, allowing us to act as your Personal CFO with zero institutional bias.

Multi-Disciplinary Expertise

Our team doesn't just manage portfolios; we coordinate the complex intersections of your financial life. From multi-state tax navigation to concentrated stock position management, we provide the level of oversight typically reserved for institutional family offices.

Local Roots, Global Strategy

While our headquarters is located in the vibrant heart of Stuart, Florida, our reach extends across the elite enclaves of the Treasure Coast and Palm Beaches. We understand the specific residency requirements, homestead laws, and economic drivers that affect residents in Palm Beach Gardens, Jupiter, and Palm Beach.

Protecting the "L-Shaped" Wealth Curve

Whether you are an athlete in a compressed career window or an executive managing a liquidity event, our fiduciary framework is designed to transition "Sudden Wealth" into "Permanent Legacy."

Request a Fiduciary Audit

Our Philosophy.

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Our clients are the most important stakeholders to us and are not just a means to an end.

Learn About Our Approach

Our Core Values

We have three core values which form the basis for everything we do

Independent

Protecting your financial interests from potential conflicts of interest

No custody — An independent custodian holds our clients' investments and creates an independent, insurmountable barrier between our firm and our clients' portfolios.

Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.

No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.

Integrated

Managing your financial affairs with a comprehensive approach

Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.

Multi-discipline — Our services extend beyond investment advisory services to include income tax and philanthropic planning and estate work.

Teamwork

Serving you with a long-standing team of professionals with rich business backgrounds

Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.

Long-time, stable team — Our team has worked together for almost 20 years.

Diverse business background — Our associates include a CERTIFIED FINANCIAL PLANNER and have experience in public accounting, real estate management, bank relations, and construction management.

Certified Fund Specialist

The CFS designation 1988—it’s the fourth-oldest designation in the U.S.—to fill a serious gap in the professional practice of certified financial planners.

The CFS program is recognized by the California Board of Accounting, the Certified Financial Planner® (CFP®) Board, the National Association of Personal Financial Advisors, and American College’s Professional Achievement in Continuing Education (PACE), Financial Industry Regulatory Authority (FINRA) as well as almost all of the leading Broker Dealers in the country.

CFS designation masters sophisticated investment strategies that top financial advisors use on a daily basis for risk management, taxes, and estate planning.

  • mutual funds, ETF, and REITs
  • closed-end funds and similar investments
  • advanced fund analysis and selection
  • asset allocation and portfolio construction

Institute of Business and Finance

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Davies Wealth Management

5.0

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Jaime Gonzalez profile picture
Jaime Gonzalez

15:04 02 Feb 24

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 profile picture
Geoffrey Langbart

19:20 01 Aug 23

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 profile picture
Stephen Lombardi

19:31 25 Jul 23

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 profile picture
Omar Abdel

16:35 25 Jul 23

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

Joseph De La Cruz profile picture
Joseph De La Cruz

11:33 26 Feb 23

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

Thurman Mintz profile picture
Thurman Mintz

15:46 01 Dec 22

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

ROSEANN BIRCH profile picture
ROSEANN BIRCH

20:46 09 Aug 22

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 profile picture
Don Karney

20:05 09 Aug 22

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 profile picture
Jonathan White

15:05 28 Jul 22

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 profile picture
Mitchell Roffer

15:52 17 Jun 22

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

Keith Royle profile picture
Keith Royle

13:31 17 Jun 22

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 profile picture
ahuva gamliel

14:29 16 Jun 22

Great advice, great results!

Oren Kiriat profile picture
Oren Kiriat

12:59 30 Jan 19

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.

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