Crisp Financial

Bridge Financial is a financial services company based in Stuart, FL, specializing in providing personalized investment and wealth management solutions to individuals and businesses. With a focus on building long-term relationships with clients, Bridge Financial offers a range of services aimed at helping clients achieve their financial goals and secure their financial future. Generated from their business information

DUNN Capital Management Inc. is a leading global firm specializing in systematic trend following strategies for investment portfolios, with over 50 years of experience in delivering true diversification and compounded growth. Their evidence-based approach focuses on disciplined data-driven investment management, aligning their interests closely with those of their clients by investing alongside them in the same strategies. The firm's World Monetary and Agriculture (WMA) program is a fully diversified, 100% systematic strategy that captures profits from both upward and downward market trends. DUNN Capital's robust research team employs scientific methodologies and advanced risk management techniques to continually enhance their trading programs and improve performance. Generated from the website

Allow us to introduce ourselves. Davis Wealth Management Group has been advising the affluent since 1984. Our team of wealth managers comes from a variety of financial backgrounds. This diversity allows us to draw on different resources and provides a clear perspective for our clients.We are a wealth management firm with expertise in all aspects of financial planning, investment management, tax planning, and estate planning.Where as most firms only focus on the investment piece of your financial puzzle, we provide a comprehensive financial strategy. All aspects of each client's specific financial situation are taken into consideration. We strive to help our clients make sound financial decisions, by taking a holistic approach to financial planning.Davis Wealth Management Group is structured to allow us the time to meet you regularly to review your financial plan. It is important for us to keep abreast of each client's current situation so that we may recommend adjustments to address life changes as they occur, both in personal and economic environments.There is no better time for a second opinion. We would like to offer you the opportunity to meet our premier wealth advisors and see if our Private Client Group is right for you.Please contact our office toll free at (800 ) 896-5422 and our Wealth Concierge will schedule your no obligation personal consultation.Davis Wealth Management Group, an independent firm with securities offered through Summit Brokerage Services, Inc Member FINRA & SIPC, and advisory services offered through Summit Financial Group, Inc, a registered investment adviser.