Hours

Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (14 reviews)
14
0
0
0
0
Read Our 14 Reviews

Chamber Rating

Verified Member
5.0 - (14 reviews)
14
0
0
0
0
  • Jaime Gonzalez

    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.
    Jan 11th, 2024

  • Geoffrey Langbart

    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.
    Aug 5th, 2023

  • Stephen Lombardi

    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.
    Aug 3rd, 2023

  • Omar Abdel

    Very knowledgeable financial advisor. Wouldnt trust my money with anyone else.
    Jul 19th, 2023

  • Don Karney

    I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
    Jan 21st, 2023

Read Our 14 Reviews

About
Davies Wealth Management

Davies Wealth Management specializes in strategies to maximize your wealth and financial independence. Our area of expertise range from investments, retirement planning, 401k's, IRA's, estate planning, and tax strategies. Davies Wealth Management was established in 2009 by Thomas Davies. The firm was set up because Thomas saw there was a real need in the Florida area for affordable, professional financial planning advice.We are one of a select group of advice practices that are truly independent. We are privately owned. We do not have financial links to any bank or other financial institutions. We have a strict "no commission" policy. The only fee's we receive are direct from clients. Our complete independence means we remain objective and construct financial plans (or financial strategies). We recommend strategies, not products.

Contact Info

  •   772-210-4031

Vidoes

Payment Methods

  • INVOICE

Questions & Answers

Q What is the phone number for Davies Wealth Management?

A The phone number for Davies Wealth Management is: 772-210-4031.


Q Where is Davies Wealth Management located?

A Davies Wealth Management is located at 684 SE Monterey Rd, Stuart, Florida 34994


Q What is the internet address for Davies Wealth Management?

A The website (URL) for Davies Wealth Management is: https://www.tdwealth.net/


Q Is there a key contact at Davies Wealth Management?

A You can contact Thomas Davies at 772-210-4031.


Q What days are Davies Wealth Management open?

A Davies Wealth Management is open:
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM


Q How is Davies Wealth Management rated?

A Davies Wealth Management has a 5.0 Star Rating from 14 reviewers.

Key Contacts

image
Thomas Davies
Wealth Advisor
772-210-4031
[email protected]

Hours

Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM

Ratings and Reviews
Davies Wealth Management

Overall Rating

Overall Rating
( 14 Reviews )
14
0
0
0
0
Write a Review

Jaime Gonzalez on Google

image 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 on Google

image 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 on Google

image 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 on Google

image Very knowledgeable financial advisor. Wouldnt trust my money with anyone else.


Don Karney on Google

image I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.

Business Response on Google Aug 21st, 2022
Thank you Don! It’s always a pleasure speaking in front of the group and learning more about everyone individually as well.

Load More Reviews

Overall Rating

Overall Rating
( 14 Reviews )
14
0
0
0
0

Write a Review

RATING:
Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review

Financial Consultant Near Me in Stuart, FL

Merrill Lynch Financial Advisor Adrian Sandoval
2301 SE Monterey Rd Suite 1
Stuart, FL 34996
561-745-1430
( 0 Reviews )
Bridge Financial - Accounting & Financial Planning
119 SW 6th St
Stuart, FL 34994
772-419-8998
( 333 Reviews )
Edward Jones - Financial Advisor: James Abarquez, CFP|ChFC
759 SW Federal Highway, Ste 105
Stuart, Florida 34994
(772) 220-9401
( 1 Reviews )
Peter Kakoyannis - UBS Financial Services Inc.
712 South East Ocean Boulevard, Ground Floor
Stuart, Florida 34994
(772) 223-6627
( 0 Reviews )
Coastal Wealth - Stuart
759 SW Federal Hwy #319
Stuart, FL 34994
772-220-2626
( 1 Reviews )
C Todd Weissing
2301 SE Monterey Rd #1
Stuart, FL 34996
( 0 Reviews )
Peak Capital Management
750 SE Indian St
Stuart, FL 34997
(772) 334-9592
( 0 Reviews )
Level Four Financial
33 SW Flagler Ave
Stuart, FL 34994
772-283-2356
( 1 Reviews )

START DRIVING

ONLINE LEADS TODAY!

ChamberofCommerce.com
Loading