(800) 896-5422
info@daviswealth.com
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Allow us to introduce ourselves. Davis Wealth Management Group has been advising the affluent since 1984. Our team of wealth managers comes from a variety of financial backgrounds. This diversity allows us to draw on different resources and provides a clear perspective for our clients.

We are a wealth management firm with expertise in all aspects of financial planning, investment management, tax planning, and estate planning.

Where as most firms only focus on the investment piece of your financial puzzle, we provide a comprehensive financial strategy. All aspects of each client's specific financial situation are taken into consideration. We strive to help our clients make sound financial decisions, by taking a holistic approach to financial planning.

Davis Wealth Management Group is structured to allow us the time to meet you regularly to review your financial plan. It is important for us to keep abreast of each client's current situation so that we may recommend adjustments to address life changes as they occur, both in personal and economic environments.

There is no better time for a second opinion. We would like to offer you the opportunity to meet our premier wealth advisors and see if our Private Client Group is right for you.

Please contact our office toll free at (800) 896-5422 and our Wealth Concierge will schedule your no obligation personal consultation.

 

 

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.