About Davies Wealth Management
Davies Wealth Management is a privately owned financial planning firm established in 2009. The firm is independent and doesn't have ties to banks or financial institutions. They operate on a "no commission" policy, receiving fees directly from clients. Davies Wealth Management offers a range of services including investment strategies, retirement planning, 401k and IRA management, estate planning, and tax planning. Clients praise the firm's personalized approach and the founder's high level of professionalism and expertise. They highlight the ability to explain complex financial concepts clearly and the use of modern technology to enhance the planning process. Clients also value the firm's dedication to staying current with industry trends and providing valuable tips and insights.
I recently had the pleasure of speaking with Thomas Davies with Davis Wealth Management. As someone who values prudent financial planning and a personalized approach, I am delighted to share my positive experience with their services.Thomas demonstrated a high level of professionalism and expertise throughout our engagement. From our initial consultation to the development of a comprehensive financial plan, their attention to detail and commitment to understanding my unique financial goals were evident.One aspect that stood out to me was Thomas's ability to explain complex financial concepts in a clear and understandable manner. He took the time to patiently answer my...read full review
Tom is well informed, driven planner with a sophisticated understanding of his clients' needs and an ability to create and communicate comprehensive plans in an attempt to guide his clients towards a place of financial stability.
Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.