Davis Wealth Management | Concord, NH | Financial Planning
About Davis Wealth Management, LLC
The advisors at Davis Wealth Management work one-on-one with clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model. Steve Davis and Sean Tole have the ability to make complex ideas easy to understand. Because we are licensed Fiduciaries, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.
**Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.