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.
We provide financial planning and investment management based on each client’s individual needs.
We are an independent fee only firm and do not receive commissions. We earn fees only as a percentage of the assets placed under our management. All client assets are held by an independent qualified custodian, TD Ameritrade.
As a Registered Investment Advisor with the state of Florida, we place the financial interests of our clients ahead of our own.
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.
Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.
Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.
Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He currently sits on the board of directors for the Financial Planning Association of South Florida and acts as the boards Treasurer for 2018 year and will be again for the upcoming 2019 board. He is also a member of the Wellington Chamber of Commerce and is continually serving clients throughout South Florida.
Josh lives in the Wellington area with his wife Melissa and their two girls Brielle and Alexa. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.
Melissa is the firm’s Administrative Assistant. She assists with back office operations and works on various marketing ideas for the company. Melissa has a Master’s Degree in Clinical Psychology from Azusa Pacific University (where she and Josh met). She also has her own counseling practice, Healing Hearts Counseling, LLC in Wellington.