Fiduciary Serving New Hampshire - About Us
About Us
The advisors at Davis Wealth Management work one-on-one with our clients and prospective clients to create, implement and manage tailored financial plans. Each plan is uniquely designed with strategies, solutions, and planning in order to accomplish each client's goals. The practice continues to flourish because at the core, it is built on a life-long relationship model. Our advisors have a knack for making complex ideas easy to understand. We as an Investment Advisor Representative, always put the client first and every plan is put in writing with clear disclosure of any fees or charges for implementation and management.
Our Mission
At Davis Wealth Management, we are committed to providing excellence in everything we do for our clients. 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. As an independent financial planning firm, we solely represent the needs and interest of our clients rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allow us to provide our clients with the commitment that they deserve.