DAVIES WEALTH MANAGEMENT · STUART, FL OFFICE
Visit Our Stuart, FL Office
684 SE Monterey Road, Stuart, FL 34994 · Monday–Friday, 8:00 AM–5:00 PM ET
In-person, phone, and Zoom meetings available by appointment
Address
684 SE Monterey Road
Stuart, FL 34994
Office Hours
Monday–Friday
8:00 AM – 5:00 PM ET
Meeting Formats
In person at the office,
by phone, or via Zoom
FIND US
Davies Wealth Management — Stuart Office
📍 684 SE Monterey Road, Stuart, FL 34994
📧 DaviesWealthManagement@TDWealth.Net
🕐 Monday – Friday: 8:00 AM – 5:00 PM ET
GETTING HERE
Directions & Parking
Our office is on SE Monterey Road in central Stuart, a few minutes from historic downtown Stuart and the Roosevelt Bridge.
From I-95: take Exit 101 (SR-76 / SW Kanner Highway) toward Stuart. Follow Kanner Highway north, then turn right onto SE Monterey Road. The office is at 684 SE Monterey Road, on the right before you reach US-1.
From US-1 (Federal Highway): turn west onto SE Monterey Road; the office is a short drive on your left.
Parking: on-site parking is available at the building.
YOUR FIRST VISIT
What to Expect When You Visit
A first visit is a relaxed, no-obligation conversation — not a sales pitch. Here is how it works.
Book a Time
Choose an in-person slot online or call the office. Appointments keep your visit waiting-free.
Bring What Helps
Recent account statements and your questions are plenty. Nothing is required for a first conversation.
Meet Thomas
You meet directly with Thomas Davies, CFS — the founder — not a rotating associate.
Decide at Your Pace
You leave with clear next steps and zero pressure. Follow up whenever you are ready.
WHO YOU WILL MEET
Thomas Davies, CFS
Thomas has 30 years in financial services, beginning in 1996, and founded Davies Wealth Management in 2009. He holds the Certified Fund Specialist (CFS) designation, and the firm is registered as an investment adviser with the State of Florida. Every meeting at the Stuart office is with Thomas himself.
Curious about the firm’s services, approach, and fee structure before you visit? Everything is laid out on our homepage.
Explore Our Services & Approach → Verify credentials on SEC.gov →
CAN’T MAKE IT IN PERSON?
Choose the Meeting Format That Works for You
Most clients start with a short phone or Zoom call and visit the office when it suits them.
No obligation. No sales pressure. Just a conversation.
Schedule Your Office Visit
Prefer we reach out? Leave your details below and we will contact you within one business day to set up a time.
VISITING THE OFFICE
Common Questions About Visiting
Where is the Davies Wealth Management office located?
The office is at 684 SE Monterey Road, Stuart, FL 34994, in central Stuart between Kanner Highway and US-1, a few minutes from historic downtown Stuart.
Do I need an appointment to visit?
Yes — meetings are by appointment so you never wait. Book online through the in-person meeting scheduler or call (772) 210-4031 during office hours, Monday–Friday 8:00 AM–5:00 PM ET.
Is parking available?
Yes, on-site parking is available at the building.
What should I bring to a first meeting?
Nothing is required — your questions and goals are enough. If you want the conversation to go deeper, recent account or retirement-plan statements are helpful.
Can we meet by phone or Zoom instead?
Absolutely. Choose a phone call or a Zoom meeting — many clients meet virtually and visit the office once or twice a year.
What areas does the Stuart office serve?
Clients visit from across the Treasure Coast and Palm Beaches, including Hobe Sound, Palm City, Jupiter Island, Palm Beach Gardens, Jupiter, West Palm Beach, Port St. Lucie, Fort Pierce, and Jensen Beach. We also meet clients nationwide by Zoom and phone. For details on the firm itself, visit our homepage.
Our location pages across the Palm Beaches and Treasure Coast: Stuart · Hobe Sound · Palm City · Jupiter Island · Palm Beach Gardens · Jupiter · West Palm Beach
Davies Wealth Management, LLC is registered as an investment adviser with the State of Florida. Registration does not imply a certain level of skill or training. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. This website is for informational purposes only and does not constitute investment advice. Check the background of your financial professional on IAPD.