Davis Wealth Management

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial needs.

Our Mission

Matthew and Annie Davis believe there’s more to wealth management than dollars & cents. In a world of confusing jargon and indecipherable theories, they pioneered Davis Wealth Management to infuse the concepts of due diligence, empathy, and care into the process of investment planning.

As competent as they are compassionate, Davis Wealth Management has demystified the process of investment planning for countless people from all walks of life - with all sorts of needs. With over 40 years of combined industry experience, they’ve developed a transparent approach, built on trust and honesty.

Learn more about how Davis Wealth Management's specialized process starts & ends by putting you first here.