We provide holistic financial advice. Our advice is different for every client we see.
A core part of our philosophy is recognising that every client is different and our value lies in our ability to provide advice tailored for each client's individual circumstances.
For our clients, financial confidence comes from knowing that we will always be honest with them and do our best to help them.
We don't just point people in the right direction and wish them luck. We know that life has a habit of changing. Markets can change, legislation can change, health can change and client goals can change. Part of our job is to work with clients and adjust their strategy as required to ensure they can navigate these changes and still end up where they want to be.
There are two parts of our planning process:
- We focus on who you are, what you want and need. We'll help you prioritise your goals and test your tolerance to risk. We take stock of your financial position to evaluate how you can achieve your goals and objectives.
- We begin creating financial strategies. This involves developing multiple scenarios, undertaking further research, and liaising with your other professional advisors. Throughout this process, our regular communication with you means you have input on the creation of your financial plan.
Once finalized, we present you with your Financial Plan in a prescribed written format called an Action Plan (AP) and allow you time to further study our recommendations.
No great plan is worth the paper it is written on — unless somebody does the heavy lifting to make it work.
When you're comfortable with our advice, you'll sign our Investment Advisory Agreement and formally engage by signing our Investment Policy Statement agreement.
With finances, one mistake can lead to financial ruin. We implement your financial plans on your behalf. This important step is not included to save you time, it's included because our financial experience means we understand every nuance, nook, and cranny regarding putting your financial strategy into action.
The implementation may be a simple rollover of several Retirement funds into one, the creation of several tax structures or coordinating several professionals including accountants and solicitors for you.
Financial advice is only valuable if it is complemented by ongoing opportunities to adjust and realign.
Structured reviews provide comfort that your goals remain relevant with the changes in your life. We call this the professional step. Modifications to your existing plans will often be required. Just as your Doctor will ask you to visit for a regular check — so will we.
Our ongoing service and advice commence in accordance with the relevant Client & Adviser Relationship Expectations upon execution. We generally review Ongoing Service Agreements every 12 months.
Davies Wealth Management
We utilize the latest in planning technology
Davies Wealth Management is a full-service, independent financial advisory firm located in Stuart, FL, specializing in investment management for individuals, families, and business owners. We take a unique approach to financial planning that is tailored to your life goals and values. We offer an array of financial services including, but not limited too, investment advisory, cash flow management, estate planning, tax advice, retirement planning, financial planning, and more!
Choosing the right financial advisor can be a hard decision. As the renowned financial advisor in Stuart, Florida, we will help you navigate the world of financial planning. Our team of investment specialists places an emphasis on collaborative wealth management that delivers a robust and comprehensive financial planning experience. We are dedicated to helping our clients achieve security, growth, and preservation of their assets.