A complete list of active advisors currently associated with Davies Wealth Management LLC

Warmer can help you find a great advisor at Davies Wealth Management LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as to corporations, business entities and other institutional clients. It also offers asset management and insurance solutions, including the sale of life, health and long‑term care insurance and limited advice on no‑load, no‑surrender variable annuity products for fee‑based accounts. The advisor develops individualized financial plans and manages accounts on either a discretionary or non‑discretionary basis, with periodic monitoring and portfolio rebalancing. Investment decisions incorporate fundamental, technical and cyclical analysis and may include stocks, bonds, mutual funds, ETFs and option strategies, including option writing. Noteworthy aspects disclosed in the brochure include the principal’s status as a licensed insurance agent who receives customary commissions for insurance sales (reported at roughly 5% of his time), and the firm’s engagement with corporate and institutional clients—services that are less common among similar independent advisers. The brochure also highlights the principal’s prior experience at large brokerage firms and a part‑time, non‑investment role with a local sports organization.

To learn more about the advisors currently working at Davies Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.