How We Help

Above all else, Davis Wealth Management is about simplifying the process of investment management for you. Partnering with Davis Wealth Management means we focus on the intricacies of wealth management so you can focus on the big picture.
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Family Needs

From young couples setting up an education account for their newborn, to people picking up the pieces after a divorce, Davis Wealth Management pairs expertise with compassion when dealing with family matters. Our family services include:

  • College Savings Plans
  • Wealth Transfer
  • Planning for the Recently-Divorced
  • Generational Strategies
  • Estate Planning Strategies
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Business Ownership

Small business owners have a variety of distinct financial needs – both for themselves and their company. Davis Wealth Management helps entrepreneurs keep both worlds in balance by streamlining their financial picture. Business owners rely on Davis Wealth Management for:

  • Employee Benefit Plans & Packages
  • Funding a Buy-Sell Agreement
  • Succession Planning & Business Exit Strategies
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Planning for Retirement

Without question, there are many intricacies that go into planning for and living out a successful retirement. Davis Wealth Management has helped countless people live out their retirement dreams by creating comprehensive plans and then partnering with them throughout every stage in that journey. When planning for retirement, we consider:

  • Current Portfolio Review
  • Traditional & Roth IRA Options
  • Retirement Risk Assessment
  • Retirement Allocation Optimization
  • Retirement Fund Distribution Strategies
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Financial Management

Davis Wealth Management knows - successful professionals didn’t get that way by mismanaging their time. We’re here to help take the burden of wealth management off your shoulders, giving you the freedom to focus on building on that success. Our financial management services include:

  • Life Goal Management
  • Portfolio Contruction & Optimization 
  • Savings Automation & Dollar Cost Averaging
  • Investment Selection & Management
  • Broker-Dealer Communication & Troubleshooting
Davis Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, DC, DE, FL, GA, KS, MA, MD, MT, NC, NJ, PA, RI, SC, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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