(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

About Us

A Fiduciary You Can Trust

Choosing a financial advisor is a decision that deserves careful consideration. As a licensed fiduciary, Davis Wealth Management is committed to putting your best interests first, meaning you can trust us to empower you with the right tools and information to make informed financial decisions. Connect with our advisors today to receive expert financial advice and see why when it comes to wealth management, New Hampshire trusts DWM.

CONNECT WITH AN ADVISIOR

https://daviswealthmgmt.com/wp-content/uploads/2023/10/Davis_Video_Rev4.mp4

 

Our History 

Davis Wealth Management was started in 2007 by our President, Stephen Davis. He wanted to create a company that would help the pre-retirement and retirement communities in New Hampshire through education and planning. Since then, we have grown into a multi-fiduciary advisory company that provides many services. Our team is committed to empowering you to have the tools to identify and achieve your financial goals and provide you with a more confident retirement.

Our Team  

The advisors at Davis Wealth Management work one-on-one with our clients and prospective clients to create, implement and manage tailored financial plans. Each plan is uniquely designed with strategies, solutions, and planning in order to accomplish each client’s goals. The practice continues to flourish because at the core, it is built on a life-long relationship model. Our advisors have a knack for making complex ideas easy to understand. As an Investment Advisor Representative, we always put the client first and every plan is put in writing with clear disclosure of any fees or charges for implementation and management.

Stephen G Davis Chief Wealth Advisor

Stephen G Davis

Chief Wealth Advisor

Phone: (603)715-2335

Email: steve@daviswealthmgmt.com

Stephen is co- Chief Wealth Advisor of Davis Wealth Management, the firm he proudly founded in 2007. After more than 15 years of leading the company, Stephen transitioned ownership to his trusted colleague, Sean, ensuring the firm’s values and client-first approach will continue for years to come.

Today, Stephen remains an integral part of the team, working closely with individuals and families to help them create, manage, and preserve their wealth. As an Investment Advisor Representative with Brookstone Capital Management, he has passed the Series 65 exam and holds Life and Health Insurance licenses. While Sean now leads the firm’s strategic direction, Stephen continues to share his decades of experience, providing valuable guidance and maintaining the strong client relationships that have been the foundation of the firm’s success.

Away from the office, Stephen enjoys time with his wife, Lois, and their growing family, recently celebrating the joy of becoming grandparents. He also loves spending time outdoors, whether golfing or snowboarding with family and friends.

BOOK A CALL WITH STEVE

Sean P Tole Financial Advisor

Sean P Tole

Financial Advisor

Phone: (603)715-2335

Email: sean@daviswealthmgmt.com

Sean is Principal and co- Chief Wealth Advisor, a role he shares with the founder, Steve Davis. Sean is a dedicated financial advisor with more than 25 years of experience helping individuals and families plan for a confident financial future. A graduate of Fordham University in New York City with a B.S. in Business Administration, Sean has built his career on a strong foundation of knowledge and a genuine passion for guiding clients through every stage of their financial journey.

Over the past two decades, Sean has worked with several respected investment management firms in the U.S. and Europe, gaining deep insight into markets and strategies that help his clients thrive. He holds his FINRA Series 65 license, along with Life and Health Insurance licenses, and has previously passed the Series 7, 63, and NFA Series 3 exams.

What sets Sean apart is the personal attention he gives every client. He takes the time to truly understand their unique goals, challenges, and aspirations to create tailored strategies that support long-term success, especially when it comes to retirement planning.

Outside of the office, Sean enjoys hiking and skiing in the White Mountains with his wife and their three daughters, finding balance and inspiration in the outdoors.

BOOK A CALL WITH SEAN

Deborah C Cmar Director of Client Services and Licensed Insurance Specialist

Deborah C Cmar

Director of Client Services and Licensed Insurance Specialist

Phone: (603)715-2335

Email: deb@daviswealthmgmt.com

Deborah brings more than 45 years of experience in client relations and office management to Davis Wealth Management. Much of her extensive administrative background was built during her years with a large insurance and investment office, where she developed the skills and insight that make her an invaluable part of the team today. Recently, Deborah also earned her New Hampshire Insurance License, expanding her ability to support clients and the firm.

Known for her dedication to client satisfaction and her passion for excellence, Deborah ensures the day-to-day operations of the practice run smoothly and efficiently. Her ability to balance a wide range of responsibilities — all with professionalism and a warm, welcoming approach — makes her a trusted resource for clients and colleagues alike.

Outside the office, Deborah is deeply involved in her community. She volunteers her time with organizations such as the Christ the King Food Pantry and Compassionate Friends, reflecting her commitment to helping others. In her free time, she enjoys spending quality time with family and friends.

Lois H Davis

President of Operations

Phone: (603)715-2335

Email: lois@daviswealthmgmt.com

Lois has been an integral part of Davis Wealth Management since its founding in 2007. In addition to providing exceptional client service, she oversees the firm’s accounting, human resources, and day-to-day operations, ensuring everything runs smoothly behind the scenes.

A graduate of Plymouth State College with a Bachelor of Science degree in Accounting, Lois brings both expertise and a personal touch to her work, making her a trusted resource for clients and colleagues alike.

Outside the office, Lois enjoys spending time outdoors. She’s an avid golfer during the warmer months, and once the snow falls, you’ll often find her skiing the slopes at Loon Mountain. She is thoroughly enjoying her new role as Nana.

Shannon Grant

Customer Service Specialist

Phone: (603)715-2335

Email: shannon@daviswealthmgmt.com

Shannon joined the Davis Wealth Management team in late 2023, bringing with her nearly 20 years of experience in financial services operations, administration, and client relationship management. Her deep industry knowledge and client-first approach make her a valuable asset to both the team and the families the firm serves.

A graduate of Franklin Pierce University, where she earned her Bachelor of Science in Financial Management with Latin Honors, Shannon combines strong technical expertise with a genuine passion for building meaningful client relationships.

When she’s not at the office, Shannon enjoys spending time with her family, catching live concerts, diving into a good book, or experimenting with new recipes in the kitchen.

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