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Account Access

At Davis Wealth Management, we understand the importance of client relationships, which is why we prioritize them above all else. Our goal is to ensure that you have seamless access to your financial account information. We offer secure links so you can stay in control and connected to your financial accounts. We recognize that the world of consumer and information technology is rapidly evolving, and that’s why we work with leading investment companies to stay ahead. By leveraging their expertise and cutting-edge tools, we can keep your information secure and provide you with the best possible service. Rest assured that your financial account is in safe hands with us. Experience the convenience and peace of mind that comes with our commitment to secure and efficient account management.

If you have a user ID and password then click on this Charles Schwab login to access your account. If you need a Charles Schwab user ID and password then please contact our office 888-333-3818 or email deb@daviswealthmgmt.com
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View all of your accounts held at Allianz Life. Download statements and tax documents; review your account daily.
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View all of your accounts held at American Equity. Download statements and tax documents; review your account daily.
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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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