Our mission is to get to know and understand your needs, wants, and long-term goals and objectives. We want to help you develop, implement, and monitor a wealth management strategy that’s designed to address your individual situation. Davies Wealth Management Strategies, LLC
About
We are committed to helping you pursue your long-term financial success. Our pledge is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our professional investment management programs are designed to be within your tolerance for risk and market volatility. Whom to Contact
Wayne R. Davies, B.S., J.D., LL.M. Tax, CFP, ChFC, CFS
Owner / Principal
1405 Irwin Way
The Villages, FL 32162-3765
Phone:
(508) 478-2600