Davies Wealth Management
Based on 14 reviews
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Jaime GonzalezJaime 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 LangbartGeoffrey 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 LombardiStephen 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 AbdelOmar Abdel

16:35 25 Jul 23
Very knowledgeable financial advisor. Wouldn’t trust my money with anyone else.

Joseph De La CruzJoseph De La Cruz

11:33 26 Feb 23
These guys are great to work with. They go the extra mile to assist clients.

Thurman MintzThurman Mintz

15:46 01 Dec 22
Mr Davies was very responsive to all my needs and questionshighly recommend his company


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.


Our financial experts will custom-design your wealth management plan by focusing on the following.

  • Through years of experience as Florida's top financial advisors, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. Call us today at (772 210-4031) to schedule your free consultation!

We are certified and licensed under:

Wealth Management Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

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Investment Approach

We offers customized strategies to meet the diverse investment objectives of our clients.

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