Our Commitment

At Davies Wealth Management, we treat our clients with courtesy and integrity. 

Our years of experience and notable expertise ensure that your financial future is in good hands. Our consistent track record of uncompromising ethics instills confidence and trust. 
We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.
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    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
  • Retiring and Relocating? Don't Neglect State Taxes!
    If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
  • Leaving Assets to Your Heirs: Income Tax Considerations
    An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
  • What factors could negatively impact my credit report?
    Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
  • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
    Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
    
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Office (954) 353-6198 Fax (954) 353-9482

4747 N Ocean Drive Suite 240 Sea Ranch Lakes, FL 33308

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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of FL and NH. No offers may be made or accepted from any resident outside the specific states referenced.