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Our financial resources hub will keep you up to date with latest retirement news, best practices, and tips. Don’t miss the chance to stay educated and get free resources.

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3 Financial Phases of Life

Understanding the three main financial phases in your life is key to maximizing your finances.
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  • Videos

How Old is Too Old for a Roth Conversion?

Taxes are set to increase in 2026. And even though it may not feel like it,...
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Steps to Protecting a Child with Disabilities

Estate planning for a child with disabilities is not a one-time event but an ongoing process.
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3 Strategies to Reduce Your IRMAA for Medicare Part B

Three strategies you should consider to reduce the IRMAA penalty.
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The 4 Expenses Retirees (Almost Always) Underestimate

Don't overlook these expenses in retirement!
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Palm trees and pickleball courts? What You Need to Know before Relocating in Retirement

There's a lot to consider when relocating in retirement.
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5 Benefits of Working in Retirement

As Boomers age, more are viewing retirement as another opportunity instead of an ending.
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What is a Retirement Drawdown Strategy?

4 Tips to Make Your Money Last
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5 Financial Resolutions for a Happy and Successful 2024

We're revisiting an annual favorite with some new action steps you can take now to set...
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Social Security COLA Jumps 3.2% for 2024… but Medicare Part B Jumps 5.9%!

Sean and Erin Kennedy discuss Social Security's 3.2% cost-of-living adjustment (COLA) amidst another year of high...
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The Concentration Risk Lurking in Your Portfolio

In this video, Sean Tole with Davis Wealth Management and Erin Kennedy talk through the reasons...
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Happy Retired Couples are also Financially Healthy

Long before you leave the workforce, talk with your partner about what each of you wants...
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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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