Our clients are discerning people who are looking for individually tailored financial advice.

You've done a lot right in your financial life. However, your finances have become more complicated over the years and you no longer feel completely confident you are making the best financial decisions for your family. You are looking for someone you can trust to evaluate your situation, provide straightforward, client-focused advice, and help you achieve your vision of financial success. Well, you've come to the right place.

We are happy to work with:

1
People who are serious

about using their financial resources to seek identified goals.

2
People who would like professional help

in making intelligent financial decisions and in taking appropriate action and who are capable of working in partnership with an advisor toward the pursuit of their financial goals.

3
People who will communicate honestly

their feelings about whether the professional relationship is meeting their expectations, and if not, whether adjustments can be made that allow the relationship to work effectively.

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Young Professional

When you're a young professional, whether just out of school or with a few years in the working world, your immediate needs are front of mind.

We're here to help you manage the lifestyle that you've worked so hard for, and help you pay down your debt, whilst advising where to put a few hard-earned dollars to grow for a more profitable future.

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Business Owner

Perhaps you dream of entrepreneurship and the unique challenges and rewards that it presents.

Our financial planners can help you to determine the financial requirements for your business, freeing up your time to do what you set out to do — run your own business.

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New Family

As a new family, your household income dips while your expenses rise.

We can advise you so that you can enjoy this hectic but wonderful time in your life. Let us be your partner to ensure that your needs — and those of your growing family — will be met now and in the future.

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Kids Growing Up

When you've seen those kids safely to maturity, your financial picture changes once again.

Your earning power is at its peak and so are the expenses of having young adults either under your roof or away at school! We can show you how to make the most of your income now to pay off your home loan and do your best by your kids, whilst strategically investing some of your extra capital for your future.

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Getting Ready to Retire

Transitioning to retirement is a timeline that is unique to each person.

Within 5 to 10 years of this goal, or even earlier, this time represents the final 100 pay cheques or so you may earn. We'll streamline your personal financial plan and strategize how to make the most of your last few working years prior to retirement. Your working income may stop, but with a solid financial plan, the fun is just beginning.

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Enjoying Retirement

In retirement, we're still with you as a trusted partner and financial steward.

Our wealth management strategies ensure that you continue to enjoy the lifestyle you worked for with a few "extras" along the way. It's during this time that many people start to do some estate planning. Consulting with us to plan your estate may seem a little grim, but it brings a wonderful peace of mind to know that everything you've worked for in your life is going to the people you love.

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67%
Have Never Invested

Over 67% of our clients had never invested before and didn't even know they could start with as little as $1000.

86%
Had Zero Savings

Prior to meeting with us over 86% of our clients had no medium to long term saving strategy.

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. The information on this website is for general educational purposes and is not individualized investment, tax, or legal advice.

1
TD
Thomas Davies, CFS®
Davies Wealth Management · Stuart, FL
Fiduciary
Davies Wealth Management · Fee-Based Fiduciary · 772-210-4031 · Not investment advice