Your financial well-being matters.
Designing realistic Wealth Strategies that create future peace of mind.
Welcome to the 1715 Treasure Coast Financial Wellness Podcast
Powered by Davies Wealth Management
Today's Financial Concerns
A few stories to learn how we have helped others achieve financial success.
Education
How am I going to pay for my child's education?
Taxes
How do I manage taxes year round to keep more of what I earn?
Investments
How can I increase my income from investments?
Estate
How am I going to successfully plan for the next generation?
Business
How should I allocate my portfolio in a way that balances risk?
Retirement
Do we have enough assets and resources to retire?
Insurance
How much life insurance do we need to be protected?
What We Can Do For You
Financial Advice
Comprehensive and objective advice for all your financial questions
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting
Retirement Planning
We can help you carefully consider your financial strategy for retirement
About Us
Our advice philosophy is simple — we put YOU first
- As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
- We are a boutique firm and we thrive on building long-term relationships with our clients.
- Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
- We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
How to Get Started?
To be an effective partner, we need to know you and your goals
get in touch
The best way to get started is to simply phone, or contact us via email or contact form
initial meeting
It helps us to get know each other and ascertain whether our service will be of benefit for you
if you decide to proceed…
We set up a second meeting, which is the start of the planning process…
Tailored Advice for Complex Lives
Annuity Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.
Guidance towards Secure Retirement
They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security.
First Class Financial Advice
Annuity Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.
Enjoy the Fruits of Working Life
I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.