Who we serve

Davis Private Wealth serves a variety of clients with many different backgrounds. Our services are best suited for Working Professionals, Business Owners, and Individuals/Families. All our clients are working towards achieving one or multiple goals and they use Davis Private Wealth as their main resource for achieving these goals. We help to take the stress and complexity out of personal finance so that clients can focus on what matters most to them.

Why Davis Private Wealth?

Davis Private Wealth was founded as a fee-only wealth management firm in Wellington, FL. As an independent boutique firm, we strive to provide excellent client service that is difficult for most large institutional firms to offer. Our fee-only structure enables us to be fully transparent and avoid all biased commission products. Clients are always happy to know that they can get great investment advice without being pressured to purchase a product they don’t need.

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