Davies Wealth Management

Davies Wealth Management is a premier fee-only fiduciary firm serving HNW families, C-Suite executives, and professional athletes across Florida’s Treasure Coast and the Palm Beaches.

Founded in 2009 by Thomas Davies, CFS®, our firm is a strategic alternative to the "Big Bank" brokerage model. After a decade at Merrill Lynch and Morgan Stanley, Thomas saw the need for a truly independent advisor prioritizing "Net-to-Family" returns over product sales.

The Fiduciary Difference:

100% Independent: Privately owned with zero ties to banks. We sell no products and accept no commissions.

Complex Strategy: Expertise in 2026 Tax Sunsets, FRS/DROP exit strategies, RSU optimization, and SMA portfolio architecture.

Institutional Access: Low-cost fund strategies typically reserved for large endowments.

📍 Stuart, Palm Beach Gardens, Jupiter, & Palm City. 🌐 https://tdwealth.net 🎙️ 1715 Treasure Coast Financial Wellness Podcast