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Welcome To Davies Wealth Management

Providing The Highest Of Quality Service

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our firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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our approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Are you retirement ready?

At Davies Wealth Management, we will serve as your Wealth advisor and source of support. We are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Some videos you might enjoy

Because learning about financial topics, has never been this much fun!

RESOURCES

Not everything you find online is reliable - especially when it comes to important financial topics. We’ve gathered reputable content you can count on to help understand, simplify and manage your wealth.

ARTICLES

A collection of hand-picked articles to help you on your planning journey.

CALCULATORS

Whether small or large - approach every financial decision with calculated certainty.

VIDEOS

More of a visual learner? Take advantage of our video-based library of resources.

PRESENTATIONS

Step-by-step guides that cover everything from smart investment strategies to tips on managing your taxes.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

The best way to stay on top of current financial topics

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