Davis Wealth Management

Specialties

We are dedicated to the financial independence and well-​being of each and every client we serve. As a benefactor of truly complete planning review, we take each of the five essential components of Retirement planning into consideration; Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Estate Planning. We find that many people need assistance in planning for each component.

Here at Davis Wealth Management, it is our responsibility to thoroughly examine your goals and aspirations. We are able to recommend the appropriate strategy and create a plan of action to safeguard each component of your retirement plan is assisting and collaborating with its counterparts, creating the best possible result for your specific retirement needs.

We believe it is important to set-​up a plan that will give you security and independence for your life time. This plan will take into consideration your individual needs as well as your goals and desires for your family.

Meet the Business Owner

Jared D.

Business Owner

Jared Davis is a Certified Financial Planner (CFP) and an Investment Advisor Representative. His main desire is help our clients in all aspects of Comprehensive Financial Planning. He strives to understand his clients financial goals and aspirations, while assisting them to implement a plan that will provide them financial stability, and monitoring their portfolio to match their lifestyle and the ever changing economy.

Jared is currently licensed as an Investment Advisor Representative. In 2011, Jared decided he wanted to assist our clients in the best possible way, hence he returned back to school and earned a Certificate in Financial Planning and passed the difficult CFP exam As a Certified Financial Planner, he must act as true fiduciary which means to always act in the best interest of the client. His engineering, business, and financial background makes him very knowledgable and helps him relate to different industries.