Davis Wealth Management

Don’t get caught in a financial storm, anchor yourself in a secure harbor. At Davis Wealth Management we assist our clients in any type of financial sea that they may be facing. We offer stability whether your financial sea is calm or has hit rough waters. We believe that one type of investment does not fit all. We feel it is important for our clients to understand what investment options are available to them. We will closely examine your individual finances of what you have done in the past, what you want to do now, and help make your dreams a reality. As an independent financial planning firm, we speak in behave of our clients and their concerns instead of any specific company. There are many financial establishments who recommend investment products that are created by the parent of subsidiary business entities, we have no such ties. Our individuality is key to delivering comprehensive recommendations. We listen, we direct and we work to help make your dreams attainable. At Davis Wealth Management you will be working with a Certified Financial Planner who has invested years in gaining knowledge and implementing that knowledge to assist clients in all aspects of their finances. With our investment experience, education and the universe of investment options available, we help to protect you from uncertainty and help prepare you for a prosperous future. Services We are dedicated to the financial independence and well-being of each and every client we serve. As a benefactor of truly complete planning review, we take each of the five essential components of Retirement planning into consideration; Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Estate Planning. We find that many people need assistance in planning for each component. Here at Davis Wealth Management, it is our responsibility to thoroughly examine your goals and aspirations. We are able to recommend the appropriate strategy and create a plan of action to safeguard each component of your retirement plan is assisting and collaborating with its counterparts, creating the best possible result for your specific retirement needs. We believe it is important to set-up a plan that will give you security and independence for your life time. This plan will take into consideration your individual needs as well as your goals and desires for yourself, your family, and for posterity. Here at Davis Wealth Management, we live by the fiduciary standard. The fiduciary standard means, we are required by law to put our clients’ best interests first, before our own. Working with a fiduciary means working with a “registered investment advisor” (RIA) as opposed to a “broker-dealer representative.” It’s our fiduciary duty to provide the very best solutions we can for your unique situation. You warrant to have your best interests and needs come first so you can make informed decisions. People make better decisions when equipped with knowledge. We specialize in working with individuals who are retired or about to retire, but welcome anyone in any stage of the planning process who is interested in learning what steps they need to take in order to reach their future financial goals.

Address: 2985 S. Meridian Rd. Suite 120 Meridian, ID 83642 USA

Phone: +1 208 703 6548
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