Treasure Coast Financia

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.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Harbor Financial Services, situated in Stuart, FL, is a trusted financial establishment specializing in customized wealth management services, investment solutions, and asset management strategies. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, they excel in offering comprehensive financial planning, portfolio advisory services, and client-tailored investment research to align with specific financial objectives. Drawing upon their extensive industry expertise, Harbor Financial Services excels in providing personalized guidance to navigate intricate financial landscapes, grounded in meticulous analysis and individualized support. In a harmonious blend of global expertise and local engagement, Harbor Financial Services upholds a steadfast commitment to delivering attentive, purposeful, and objective-driven financial solutions. With a core focus on prudent risk management, they empower clients with avenues to enhance, safeguard, and efficiently transfer their financial assets. Through their community-oriented ethos and dedication to meaningful interactions, Harbor Financial Services remains a beacon of reliability in the realm of financial services, fostering enduring relationships built on trust and mutual success. Generated using this brand's available information