Over the past 17 years, Davis Wealth Management has developed a brand focused around holistic financial planning and excellent client service. We provide independent, unbiased financial advice based on thorough analysis and a clear understanding of your financial objectives. Through our step-by-step process we aim to find the best financial plan for our clients. We strive to develop one-on-one relationships with our clients in order to handle their wealth in a way that truly fits their unique needs. Our comprehensive strategic wealth management tactics are what has proven to make our clients satisfied time and time again.
At Davis Wealth Management we focus on making decisions best suitable for your financial needs. Our objective is to enhance your quality of life by identifying, prioritizing, and accomplishing your financial goals. We act as your advocate in all areas of the wealth management process including helping you identify your family’s wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the progress towards them.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President - Davis Wealth Management
(954) 225 9752
After receiving a Bachelor’s degree in Entrepreneurship and Emerging Enterprises from Syracuse University, George started his career in financial services in New York City before relocating to South Florida in 2013. Currently, he...
Ashley Watson has worked as an administrative assistant for more than 8 years, starting in the financial industry back in 2014. A graduate of Saint Pete College in Saint Petersburg Florida, she has experience in both administrative...
President - NEXT Financial Group
1 (877) 876-6398
Barry G. Knight, President of NEXT Financial Group, Inc. since 2006, is a 30-year veteran of the financial services industry. Mr. Knight leads an array of programs and initiatives that focus on the support of independent Registered...