(603) 715-2335

Account Access Connect with an Advisor

Davis Wealth Management Davis Wealth Management

  • Retirement Planning Services
    • All Services
    • Estate Planning
    • Income Planning
    • Insurance Planning
    • Investment Planning
    • Money Management
    • Social Security Maximization
    • Tax Planning
  • About Us
    • About Us
    • Our Process
  • Resources
  • Events
  • Contact Us
May 14 2024

Retirement Lifestyle Planning Event – Meredith, NH

BACK TO LIST
DATE AND TIME
Tuesday, May 14, 2024
6:00pm - 8:30pm
Location:
281 Daniel Webster Highway
Meredith, NH 03253

Join us on May14, 2024 at Mill Falls at the Lake, for our retirement lifestyle planning event. We will guide you towards a comfortable and fulfilling retirement. RSVP today to reserve your spot and embark on your path to financial security and peace of mind!

CLICK HERE to register for this event or call 800-898-3572 and use RSVP code 461062

Do not miss this event if you have an IRA, 401(k), 403(b), TSP or other investment accounts and you are retired or planning to retire soon. Join us for an exciting and informative event designed to pave the way for your dream retirement! Our educational events are your gateway to a worry-free retirement journey. 

Important topics to be discussed:

Stock Market Volatility: Would a market correction create additional challenges on meeting your planned retirement date?

Rising Inflation: Learn how it is shaping current investment strategies and what you should expect in the future.

Retirement Income: Will you have enough? Learn strategies to help generate guaranteed income for life.

 

REGISTER TODAY

 

At this educational workshop, you’ll have the opportunity to hear from seasoned financial experts, gain insights into investment strategies, tax planning, and asset management, and learn about the latest retirement trends. Don’t miss out on this invaluable opportunity to take control of your retirement plans and secure a brighter financial future. click here to learn about our advisors.

 

Register for this event

"*" indicates required fields

Name*
Additional Guests (Click the + to add more guests)
This field is for validation purposes and should be left unchanged.

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 


Check the background of your financial professional on Securities and Exchange Commission.

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.

©2025 All rights Reserved. | Privacy Policy