Hours

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
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (10 reviews)
10
0
0
0
0

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 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:
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
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM


Q How is Davies Wealth Management rated?

A Davies Wealth Management has a 5.0 Star Rating from 10 reviewers.

Key Contacts

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

Hours

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
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM

Ratings and Reviews
Davies Wealth Management

Overall Rating

Overall Rating
( 10 Reviews )
10
0
0
0
0
Write a Review

Joseph De La Cruz on Google

image These guys are great to work with. They go the extra mile to assist clients.


Thurman Mintz on Google

image Mr Davies was very responsive to all my needs and questions
highly recommend his company


ROSEANN BIRCH on Google

image 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 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.


Jonathan White on Google

image Thomas really works to understand his clients needs and provide a plan for the future and not just investment options. Hes compassionate and very knowledgeable!


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Overall Rating

Overall Rating
( 10 Reviews )
10
0
0
0
0

Write a Review

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