As Seen In...
At Davis Wealth Management, LLC, we understand that retiree and pre retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, market fluctuations, the impact of inflation, taxation, and rising healthcare costs.
At Davis Wealth Management, LLC, we have made a commitment to providing excellence in everything we do for our clients. As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and loved ones. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
Read Our Entire Mission Statement
Years of experience have prepared us to guide you through your life transitions. See our Services.
Sound Financial Strategies For Today's Markets
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Your Road-Map To Endless Horizons
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Do you have an estate strategy? You should.
Building wealth requires protection from the forces of wealth destruction.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.