Davies Wealth Management

Davies Wealth Management is a financial planner in Stuart, FL. The firm provides fee-based fiduciary wealth management and financial planning, specializing in retirement planning, investment strategy, and estate preservation. Serving clients across the Treasure Coast and the Palm Beaches, the firm offers services including cash flow management, risk management, tax planning, and estate planning.

The firm operates as an SEC-registered independent RIA, founded in 2009 by Thomas Davies, CFS®. With over 30 years of experience, including a background at Merrill Lynch and Morgan Stanley, Thomas Davies provides personalized wealth management for executives, pre-retirees, professional athletes, and high-net-worth families. As a fee-based fiduciary, the firm is legally bound to act in the best interest of its clients, utilizing transparent compensation and evidence-based investment strategies. The firm utilizes the Certified Fund Specialist® designation to implement advanced portfolio construction and institutional-quality investment management.

Located on SE Monterey Rd, the office is situated near the Martin County High School and a local playground. It is also a short drive from the Alhambra Greenway and the Martin County Sheriffs Office.

Davies Wealth Management is recognized for its high level of client service, maintaining a 98% client retention rate and a 5.0 Google rating. The firm is known for its commitment to the fiduciary standard, ensuring that all recommendations are aligned with client goals rather than product quotas.

With decades of industry experience, Davies Wealth Management provides dedicated financial guidance to the Stuart community and the surrounding Treasure Coast.