Expert Retirement Planning & Wealth Management in Wesley Chapel, FL
Giving you the bigger picture with insights into a changing world.
Experienced
We have over 20 years experience providing expert financial advice worldwide.
Dedicated
We will created a detailed plan, personalized specifically for your business requirements.
Personal
A young, enthusiastic team of advisers are always here to help your firm succeed.
We provide independent advice based on established research methods, and our experts have in-depth sector knowledge.
We help clients find ways to turn everyday information into actionable insights by embedding economics across their organization’s strategy, operations, and systems.
Providing independent advice
Drawing upon research and experience
Our goal is to draw upon research and experience from throughout our professional services organization, and that of coauthors in academia and business.
Why Choose Us?
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Davies Wealth Management is a fiduciary, fee-only firm dedicated to putting clients’ interests first. As an independent advisor, they offer unbiased, personalized financial strategies tailored to each client’s goals. Led by experienced advisor Thomas Davies, the firm provides comprehensive services including retirement, tax, investment, and estate planning. With a boutique approach, transparent communication, and long-term client relationships, Davies Wealth Management stands out as a trusted partner for those seeking clarity, confidence, and holistic wealth management.
Award winning
For over a decade Davies Wealth Management has been voted Best Financial Services. Recognized as a leading Financial Services firm—proudly serving the Wesley Chapel community.
Productivity
Working across different timezones we get the job done.
Diverse Approaches
A multi-talented team which offers a number of paths.
Testimonials
Here’s what just some of our clients have said
I've been working with Thomas for about 9-10 years now and he has been managing my accounts. We review annually and he gives me quarterly updates as well. I trust Thomas to keep things moving in an upward direction for my retirement.
Keith Royle
Helping Those In The Community Just Like You
30
Years Industry Experience
20
Years Licensed
16
Years Independent
100
% Clients Best Interest
Frequently asked Questions
These are just some of the most common questions we get asked. For anything else, please contact us – we would be delighted to help.
What kind of financial advice do you give?
The aim of financial planning is more than just managing your savings and investments. It’s about helping you plan for a future lifestyle that is as good as it can possibly be.
Do you offer individually tailored plans?
A core part of our philosophy is recognising that every client is different and our value lies in our ability to provide advice tailored for each client’s individual circumstances.
What industries do you specialize in?
We do not believe that long-term goals can be met by chasing short-term results. Instead, we focus on the larger picture while remaining mindful of the current environment.
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Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how we can help your company? Send us an email and we’ll get in touch shortly, or phone (813) 686-9385 between 07:30 and 19:00 Monday to Friday — we would be delighted to speak.
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For expert financial advice you can trust Davies Wealth Management