Stuart, Florida

Talk to a fiduciary, not a salesperson.

Pick whichever way suits you. Every one of these reaches Thomas Davies directly — there is no call centre and no gatekeeper between you and the person who would actually advise you.

Call

Straight through to the office during business hours. If you would rather have a set time, book a 15-minute call.

Book a phone call

Video
Zoom meeting

Useful if you want to walk through statements or a plan on screen together. Pick a time that works and you will get a calendar invite.

Book a Zoom meeting

In person
Monterey Road

Our office is on SE Monterey Road in Stuart, a few minutes from downtown. Parking is on site.

Arrange a visit

Prefer to write? Email DaviesWealthManagement@TDWealth.Net

What actually happens when you get in touch

Most people hesitate to contact an advisor because they expect a pitch. Here is the whole sequence, so there are no surprises.

When you reach out

Thomas responds personally. You are not entered into a drip campaign and you will not be handed to a junior associate.

The first conversation

About fifteen minutes. You describe what prompted you to look, and we tell you plainly whether this is something we can help with.

If we are a fit

We arrange a longer discovery meeting and tell you exactly how we are paid before you decide anything.

If we are not

We say so, and where we can we point you toward someone better suited. A referral costs you nothing and costs us nothing.

What will not happen
No product pitch on a first call.
No obligation to move any accounts.
No selling your details to anyone.

Not ready to speak to anyone yet?

Fair enough. The discovery questionnaire lets you set out your situation in your own time, and it means a first conversation starts somewhere useful rather than at the beginning.

Start the questionnaire

Existing clients

Call the office directly on 772-210-4031, or email and we will get back to you.

DaviesWealthManagement@TDWealth.Net

The office

684 SE Monterey Road
Stuart, FL 34994

We serve families across Stuart, Martin County, the Treasure Coast and the Palm Beaches, and meet clients elsewhere in Florida by video.

Get directions

Office hours
Monday to Friday
8:00am – 5:00pm
Phone

Davies Wealth Management is a fee-based fiduciary registered investment advisor. Advisory fees are disclosed in writing before any engagement begins, and compensation received on insurance or annuity products is disclosed alongside it. Nothing on this page is investment, tax, or legal advice.

We can help you make the most of what you have!

1
TD
Thomas Davies, CFS®
Davies Wealth Management · Stuart, FL
Fiduciary
Davies Wealth Management · Fee-Based Fiduciary · 772-210-4031 · Not investment advice