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Davis Private Wealth LLC (Wellington, FL )
| Ad Type: | Wanted | |
| Posted: | 2019-02-13, 12:40AM | |
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We strive to provide unbiased advice you can trust We are a family-owned wealth management firm based in Wellington, Florida. We work with financially responsible families and individuals helping them build the future they envision. We offer all services needed for comprehensive wealth management, put our clients needs ahead of our own, and are entirely independent offering full transparency. In this way, our clients know that the financial road maps we design for them are truly created to simplify their financial lives and help them achieve their goals. JOSH DAVIS, MBA, CFP® Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients. A unique, personal approach focused on your future. We provide strategies and services based on what you need. We have a commitment to serving our clients, and we’ll work closely with you to define your ultimate objectives and expectations. This ensures everyone is aligned around your collective vision from the start. INDIVIDUALS & FAMILIES We understand the importance of your future and your legacy. Whether you’re looking for a particular financial service or comprehensive wealth management, we can help you make informed decisions, simplify complexities, and create personal strategies to help you meet all your financial goals. Whether you’re retired or saving towards retirement we are here for you. PROFESSIONALS: ACCOUNTANTS, ATTORNEYS & DOCTORS Most professionals are too busy taking care of their own clients to worry about their own personal finances. That’s why we are here: to help them get organized, create a plan, and stay on track. Whether you’re just starting out in your profession in the middle of your career or retiring soon, we create a customized financial plan that meets your needs. BUSINESS OWNERS The last thing a business owner wants to worry about is whether their 401k is being maxed out or if they have enough money in their child’s 529 plan for college. That’s why we work directly with business owners to review all aspects of their financial life. We want to be sure they are taking advantage of tax savings and making the best financial choices to reach their goals. We have worked with many business owners from small one-person companies’ to 100 person firms. 561-284-8999 [email protected] http://www.davisprivatewealth.com
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