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Client Service Model

Financial, Estate, Family, Life & Business Services

Our comprehensive approach to wealth management is your pathway to truly customized financial solutions for you and your family.
• No Client minimum.
• Access to our entire Hub of Services
• Access to our adviser led team of industry professionals including accountants, estate and tax attorneys, insurance specialists, and more
• Tax preparation services
• Family members and heirs are welcome at appointments


Communications

Because we anticipate your complex needs, frequent communication is a fundamental expectation.
• Quarterly reviews (virtual meetings available)
• Monthly outbound calls with firm Partner and senior adviser team
• Telephone and email support
• Secure online statements and document storage
• Valuable advice and education delivered to your email inbox and home
• 24/7 online account access


Educational and Client Support

Your financial well-being includes more than just financial planning. We strive to educate, entertain, and help build memories.
• Invitations to educational events, webinars, and annual client appreciation event
• Invitations to exclusive VIP events
• Milestone celebrations
• Concierge services and lifestyle advice (significant acquisitions, vacation planning, quality of life enhancements, career counseling, etc.)

Please remember to contact Davies Wealth Management, LLC, in writing, if there are any changes in your personal/ financial situation or investment objectives for the purpose of reviewing/ evaluating/revising our previous recommendation and/or services, or if you want to impose, add, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Davies Wealth Management LLC effect any specific transactions for your account. Please be advised that there can be no assurance that any e-mail request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.