Davis Wealth Management

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial needs.

Our Mission

Matthew and Annie Davis believe there’s more to wealth management than dollars & cents. In a world of confusing jargon and indecipherable theories, they pioneered Davis Wealth Management to infuse the concepts of due diligence, empathy, and care into the process of investment planning.

As competent as they are compassionate, Davis Wealth Management has demystified the process of investment planning for countless people from all walks of life - with all sorts of needs. With over 40 years of combined industry experience, they’ve developed a transparent approach, built on trust and honesty.

Learn more about how Davis Wealth Management's specialized process starts & ends by putting you first here.
Davis Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, DC, DE, FL, GA, KS, MA, MD, MT, NC, NJ, PA, RI, SC, TX, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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