What we do.

We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.

Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives, and protect against risks.

  • We can help you achieve your goals, no matter how big or small they may be
  • We can assist you to become financially secure
  • We can help you make smart decisions with your money

How We Can Help

Davies Wealth Management
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.

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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.

Team 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.

Team work

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

Institute of Business and Finance

Davies Wealth Management
5.0
Based on 8 reviews
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ROSEANN BIRCHROSEANN 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 KarneyDon 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 WhiteJonathan 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 RofferMitchell Roffer

15:52 17 Jun 22
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.

Keith RoyleKeith 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 gamlielahuva gamliel

14:29 16 Jun 22
Great advice, great results!

Oren KiriatOren 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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