Davies Wealth Management

 
684 SE Monterey Rd
Stuart, FL 34994
(772) 210-4031
Today: 8:30 AM to 5:00 PM
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.
Mon 8:30 AM to 5:00 PM
Tue 8:30 AM to 5:00 PM
Wed 8:30 AM to 5:00 PM
Thu 8:30 AM to 5:00 PM
Fri 8:30 AM to 5:00 PM
Sat Closed
Sun Closed

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