Davies Wealth Management

Local business

8490 State Road 84
33324 Davie
United States

Phone: 954-353-6198

Website: WWW.TDWealth.NET

Opening times:
Mon 9:00 am - 5:00 pm
Tue 9:00 am - 5:00 pm
Wed 9:00 am - 5:00 pm
Thu 9:00 am - 5:00 pm
Fri 9:00 am - 5:00 pm


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.

For over a decade Thomas Davies worked for the large wire houses of Merrill Lynch, and Morgan Stanley. Thomas felt that there was a better and more personalized way of doing business.

In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm that prides itself on unparalleled service and performance. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

A 12/4/2 client contact process keeps us connected to our clients. 1 contact a month, 4 quarterly reviews, and 2 face to face semi, and annual reviews leave no room for error or mis-communication.

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