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Davies Wealth Management

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🔍 New#73726 🇺🇸 US #22743 🎓 Education

@tdwealthnetwealthmanagement🇺🇸 US📅 11y📹 6.8/mo

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#73726 in 🇺🇸 US

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About

Davies Wealth Management is a premier fee-only fiduciary firm serving HNW families, C-Suite executives, and professional athletes across Florida’s Treasure Coast and the Palm Beaches. Founded in 2009 by Thomas Davies, CFS®, our firm is a strategic alternative to the "Big Bank" brokerage model. After a decade at Merrill Lynch and Morgan Stanley, Thomas saw the need for a truly independent advisor prioritizing "Net-to-Family" returns over product sales. The Fiduciary Difference: 100% Independent: Privately owned with zero ties to banks. We sell no products and accept no commissions. Complex Strategy: Expertise in 2026 Tax Sunsets, FRS/DROP exit strategies, RSU optimization, and SMA portfolio architecture. Institutional Access: Low-cost fund strategies typically reserved for large endowments. 📍 Stuart, Palm Beach Gardens, Jupiter, & Palm City. 🌐 https://tdwealth.net 🎙️ 1715 Treasure Coast Financial Wellness Podcast

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