Davies Wealth Management Strategies, LLC

  • Financial Services
1405 Irwin Way
The Villages, FL 32162
(508) 478-2600
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About Us

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… read more

  • About

    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.

    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.

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  • 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