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Davis Wealth Management Davis Wealth Management

  • Retirement Planning Services
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    • Estate Planning
    • Income Planning
    • Insurance Planning
    • Investment Planning
    • Money Management
    • Social Security Maximization
    • Tax Planning
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Where will your retirement money come from?

If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. We help you connect the dots between key parts of your financial life so you can see what may be missing, fill in the gaps and plan for opportunities to help you plan, protect and preserve your peace of mind.

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An investment in knowledge pays the best interest

– Benjamin Franklin

We offer educational classes at universities, libraries and other facilities across the state. Our courses teach a disciplined approach to financial planning and retirement investing. 

Retirement Planning

After all the hard work you have invested over the years, you deserve a secure future where you can relax and enjoy everything the world has to offer. We will help turn your dreams into a comprehensive plan that incorporates all facets of securing the retirement dreams you deserve.
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About Us

Davis Wealth Management is an independent privately owned advisory firm. We are dedicated to serving clients’ best interests by providing custom independent investment advice and financial planning services. Whether you are in the accumulation, preservation, or distribution phase of your financial life cycle, Davis Wealth Management has a custom unique solution tailored to your specific investment path.
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Resources

Recent academic research indicates that a fundamental shift in retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It will address some of the common tax pitfalls today's retiree faces. You will receive financial tools to help you better understand risk, taxes and estate planning.
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New Hampshire’s Trusted Financial Advisors

We are your trusted resource for comprehensive financial advice, conveniently located in Concord, NH. We are committed to providing you with personalized money management tips and solutions tailored to your unique needs and aspirations. Our priority is helping you take care of yourself and your family, so we want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Whether you’re seeking retirement planning, investment strategies, or comprehensive wealth management, our New Hampshire-based financial advisors are here to provide the guidance and support you need. Together, we’ll build a roadmap that empowers you to make confident and informed financial decisions. Explore our comprehensive retirement services and contact us today to schedule a complimentary consultation and embark on a journey towards financial well-being.

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Income Planning
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Investment Planning
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Tax Planning
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Insurance Planning
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Estate Planning
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Social Security Maximization

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Discover our wealth management journey, learn about our distinctive approach to becoming a family-oriented practice, and get to know what sets us apart from other financial institutions.

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Stop worrying about whether you’ll outlive your money and make a plan. Schedule a discovery call today.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We’ll partner with you to develop solutions for your financial life that can help you fulfill your dreams.​

Schedule Time WITH AN ADVISOR

Davis Wealth Management
10 Fayette Street
Concord, NH 03301

Office: (603) 715-2335
Toll-Free: (888) 333-3818
Fax: (603) 715-2439

Series 65, Insurance Licensed
info@daviswealthmgmt.com 


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Davis Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management.

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