Davis Wealth Management offers personalized financial and investment planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment planning, education funding, retirement planning, and estate planning. Clients receive written evaluations and periodic reviews. Clients are free to implement recommendations themselves or through other firms. Davis Wealth Management does not provide investment management or tax preparation.
Fee Structure
Davis Wealth Management does not provide investment management services. However, advisory affiliates can sell financial products through LPL Financial, a registered broker/dealer, or as a broker of various other life and health insurance companies.