Davies Wealth Management

We are able to draw upon all the wealth management resources available
within and deliver them as a part of one comprehensive strategy. Our
belief in a planning-based approach means that all relationships begin
with an assessment of the four critical components of wealth management:
(1) tax liability (both income and estate), (2) cash flow needs, (3)
risk management, and (4) asset management. The key goal is to form a
cohesive team with their CPA, Trust, Estate or other attorneys to
provide the best possible results without conflict or overlap.