About Davies Wealth Management
Independence is Not
a Marketing Term.
While 90% of “financial advisors” are salespeople for major banks, Davies Wealth Management operates as a fee-based fiduciary RIA — legally required to put your interests first, 100% of the time.
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Explore the Davies Story
Our Difference
Why the Fiduciary Standard Changes Everything
Side-by-side comparison of the brokerage model versus the Davies fiduciary approach — and why it matters for your wealth.
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Our History
A Heritage Built on Fiduciary Integrity Since 2009
From a Wall Street departure to an independent RIA on Florida’s Treasure Coast — the founding story and milestones of Davies Wealth Management.
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Meet the Team
Thomas Davies, CFS® — Your Personal CFO
30 years of experience across Merrill Lynch, Morgan Stanley, and independent practice — meet the people behind your financial plan.
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The Founding Advisor
Thomas Davies, CFS®
After more than a decade at Merrill Lynch and Morgan Stanley, Thomas saw a systemic problem with the wirehouse model: advisors were incentivized to sell products, not build plans. In 2009, he left to build something better.
Today, with 30 years of experience beginning in 1996, a Certified Fund Specialist® (CFS®) designation, and a fiduciary commitment to every client, Thomas operates as a Personal CFO for executives, pre-retirees, and professional athletes across the Treasure Coast and Palm Beaches.
30
Years Experience
2009
Founded
“We are not a bank. We are your partner.”
Thomas Davies, CFS®
Founder · Davies Wealth Management
Credentials
Certified Fund Specialist® (CFS®)
Series 66 Licensed · FPA Member
Florida-Registered Investment Adviser · Stuart, Florida
Why Who You Work With Matters
Two Standards. One Clear Difference.
The Brokerage Model
Retail advisors at big-box banks are held only to a “suitability” standard, allowing them to recommend products that pay higher commissions.
The Fiduciary Model — Davies
As a fee-based fiduciary, we are legally and ethically required to act in your best interest — 100% of the time.
Specialized Expertise
Providing the Sophisticated Technology
of a Global Firm with Boutique Attention
We serve executives, pre-retirees, and professional athletes who need more than generic portfolio management.
C-Suite Strategy
Executive equity compensation, deferred comp, and concentrated-stock strategies for corporate leaders.
RSU & Equity Optimization
Tax-efficient vesting, sale timing, and diversification strategies for high-income professionals.
Pro Athlete Planning
Compressed career management, pension optimization, and post-career wealth transition for professional athletes.
Retirement Planning
Sequence-of-returns risk, Social Security timing, RMD strategies, and sustainable withdrawal planning for the Treasure Coast.
CFS®
Since 1988
Certified Fund Specialist® — 4th Oldest Investment Credential in the U.S.
Advanced asset allocation, complex risk management, institutional fund selection, and tax-loss harvesting — expertise that retail advisors simply cannot match.
Start Your Personalized Strategy
Ready to Work with a
True Fiduciary?
Schedule a complimentary review. We’ll show you exactly where your current plan has gaps — and how a fiduciary approach changes the outcome.
No obligation · No sales pitch · Fiduciary standard applies
Davies Wealth Management, LLC · Fee-Based · Florida-Registered Investment Adviser · 684 SE Monterey Rd, Stuart, FL 34994 · (772) 210-4031
Not investment advice. Past performance does not guarantee future results. Investment involves risk including possible loss of principal.