Welcome to 1715 Treasure Coast Financial Wellness Podcast

A dynamic and insightful podcast designed to guide you through the intricate landscape of wealth management and financial growth. We believe that understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that.

Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneurs. Our guests share their expertise, tips, and success stories to inspire and educate you on how to build and manage your wealth effectively.

Each episode offers a deep dive into various financial topics, such as investment portfolios, retirement planning, tax optimization, estate planning, risk management, and more. We strive to equip you with the tools and understanding needed to make informed decisions and elevate your financial life.

Key Highlights:

1. Expert Interviews: Gain valuable insights and advice from a diverse range of financial experts, each bringing a unique perspective and expertise to help you achieve your financial goals.

2. Practical Strategies: Learn actionable strategies and proven methods to enhance your financial well-being, increase your wealth, and secure your financial future.

3. Success Chronicles: Listen to inspiring success stories of individuals who have overcome financial challenges and achieved remarkable milestones, providing valuable lessons and motivation for your own journey.

4.Economic Insights: Stay informed about the latest economic trends, market updates, and financial news to stay ahead in an ever-evolving financial landscape.

5. Interactive Q&A: Engage with us through our Q&A sessions, where we address your specific financial questions and provide expert advice tailored to your needs.

Embark on a transformative journey towards financial success and tune in to 1715 Treasure Coast Financial Wellness on your favorite podcast platform. Subscribe today, and let's elevate your wealth together!

Note: The podcast is for informational purposes only and should not be considered as financial advice. Please consult with a qualified financial advisor before making any financial decisions.

Davies Wealth Management

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Our clients are the most important stakeholders to us and are not just a means to an end.

Learn About Our Approach

Our Core Values

We have three core values which form the basis for everything we do

Independent

Protecting your financial interests from potential conflicts of interest

No custody — An independent custodian holds our clients' investments and creates an independent, insurmountable barrier between our firm and our clients' portfolios.

Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.

No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.

Integrated

Managing your financial affairs with a comprehensive approach

Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.

Multi-discipline — Our services extend beyond investment advisory services to include income tax and philanthropic planning and estate work.

Teamwork

Serving you with a long-standing team of professionals with rich business backgrounds

Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.

Long-time, stable team — Our team has worked together for almost 20 years.

Diverse business background — Our associates include a CERTIFIED FINANCIAL PLANNER and have experience in public accounting, real estate management, bank relations, and construction management.