Davies Wealth Management, LLC

EST. AUM
$18,412,500

CONTACTS

CLIENT ACCOUNTS
118

Firm Details

Metro area Ft. Lauderdale
CRD Number 151098
Website tdwealth.net
Client types

Overview

Davies Wealth Management LLC is a specialized independent wealth management firm based in Stuart, Florida, dedicated to advising high-net-worth families, corporate professionals, and business owners. Led by founder and Principal Advisor Thomas "TD" Davies, CFS® (Certified Fund Specialist) with more than three decades of industry experience, the firm operates on a fee-based fiduciary standard. The practice utilizes a proprietary multi-step "Fiduciary Discovery Framework" that integrates portfolio stress-testing via institutional analytics with holistic cash flow forecasting. Davies Wealth Management excels in managing complex wealth events, such as executive stock option vesting, multi-generational wealth transfer, and specialized public-sector allocations under the Florida Retirement System (FRS). Their investment methodology heavily focuses on capturing "tax-alpha" through tactical asset location, structured Roth conversions, and proactive fee mitigation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Davies Wealth Management, LLC

Platform Details

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