Davies Wealth Management | Financial Advisor

Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Planning

We help you maximize your financial plan by planning and preparing your taxes.

Investment Planning and Strategy

Professionally managed, low cost, and customized to your situation.

Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

Fee-Only Financial Planning for Palm City Families

Palm City represents the best of Treasure Coast living—from the quiet fairways of Piper’s Landing to the waterfront estates along the St. Lucie River. At Davies Wealth Management, we provide the independent, fiduciary guidance that Palm City residents need to protect their lifestyle and ensure their legacy reaches the next generation.

Independent Advice for Gated Community Residents

Whether you are a resident of The Meadows, Monarch Country Club, or Harbour Ridge, your financial needs are often complex. We specialize in managing the unique requirements of high-net-worth families, including tax-efficient portfolio management and specialized insurance strategies for high-value Florida properties.

As a fee-only firm, we don't sell products. This means our advice regarding your retirement income or estate plan is 100% objective and designed solely for your benefit.

Estate & Multi-Generational Planning

Palm City is home to many established families who are focused on "what comes next." We help you bridge the gap between today’s wealth and tomorrow’s legacy. By situating our offices just across the Veterans Memorial Bridge in Stuart, we are conveniently located to serve as your local fiduciary partner for:

Legacy Preservation: Structuring trusts to protect assets from probate and unnecessary taxation.
Business Succession: Helping Palm City entrepreneurs transition their businesses into a work-optional retirement.
Tax-Loss Harvesting: Maximizing your after-tax returns in a volatile market environment.

Ready to simplify your finances?

Start our 5-minute questionnaire to see if we are the right fiduciary fit for you.

Your Local Financial Advocate

Living in the 34990 zip code means you value community and independence. We share those values. While many residents are used to the "big-box" brokerage model in Stuart, we invite you to experience the difference a boutique, fee-only fiduciary can make for your financial peace of mind.

As an independent financial advisor in Stuart, FL, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
We are a boutique financial advisory firm and we thrive on building long-term relationships with our clients.
Davies Wealth Management prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Find out more

We have found Davies Wealth Management to be exactly what we have needed to manage our financial matters.

Dr Mitch and Meredith, Melbourne

They have been extremely helpful, and very practical, in their advice on Retirement, inheritance tax planning and investment strategies.

Helen P, Pre-Retiree

Just to say thank you for the time you obviously put into my strategies.

Jorge L, Self Funded Retiree

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason N, IT Professional









Davies Wealth Management
5.0
Based on 14 reviews
powered by Google
review us on











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
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
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
16:35 25 Jul 23




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







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
15:46 01 Dec 22




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







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
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
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
15:52 17 Jun 22




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







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
14:29 16 Jun 22




Great advice, great results!







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.