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Financial Advisors and Management Team

Davis Wealth Management was started in 2007 by our President, Stephen Davis.  He wanted to create a company that would help the pre-retirement and retirement communities in New Hampshire through education and planning. Since then we have grown into a multi fiduciary advisor company that provides many services. Our team is committed to empowering you to have the tools to identify and achieve your financial goals and provide you with a more confident retirement.

Stephen Davis

Stephen G. Davis

President- Financial Advisor

(603) 715-2335

(603) 715-2439

Sean  Tole

Sean Tole

Financial Advisor

603-715-2335

603-715-2439

Lois Davis

Lois Davis

Vice President of Operations

(603) 715-2335

(603) 715-2439

Deborah Cmar

Deborah Cmar

Director of Client Services and Licensed Insurance Specialist

(603) 715-2335

(603) 715-2439