AT DAVIES WEALTH MANAGEMENT WE HAVE A DETAILED PROCESS WE FOLLOW

This is to help give you a better understanding of us, and help you make an informed, and educated decision
about our process, and if it's right for you.
For those that are potentially a good fit, we offer two complimentary meetings to determine if we are able to help you.
These complimentary meetings are held before any fee's are charged or any of your funds are invested.

WHO WE WORK WITH ~ INVESTORS

We work with investors who have accumulated $100,000 or more in assets and have a minimum of a 3-5 year time horizon for their investments.




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