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Davis Wealth Management: Financial and Retirement Planning
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Davis Wealth Management provides comprehensive financial, investment, and retirement planning services to help you meet your goals.
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<picture class="custom-logo" itemprop="siteLogo"> <source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png.webp"/> <img src="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png" itemprop="siteLogo" alt="Davis Wealth Management"/> </picture> Davis Wealth Management
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Word count: 1,427 words, Reading time: 5.7 minutes"<iframe src="https://www.googletagmanager.com/ns.html?id=GTM-TJ9JFDNR"height="0" width="0" style="display:none;visibility:hidden"></iframe> (603) 715-2335 Account Access Connect with an Advisor <picture class="custom-logo" itemprop="siteLogo"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png.webp"/><img src="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png" itemprop="siteLogo" alt="Davis Wealth Management"/></picture> Davis Wealth Management Retirement Planning Services All Services Estate Planning Income Planning Insurance Planning Investment Planning Money Management Social Security Maximization Tax PlanningAbout Us About Us Our ProcessResourcesEventsContact Us 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.VIEW RETIREMENT SERVICES An investment in knowledge pays the best interest– Benjamin FranklinWe offer educational classes at universities, libraries and other facilities across the state. Our courses teach a disciplined approach to financial planning and retirement investing. <picture class="card__image" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-planning.png.webp"/><img width="75" height="75" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-planning.png" alt="" decoding="async"/></picture> 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. LEARN MORE <picture class="card__image" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-About-1.png.webp"/><img width="75" height="75" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-About-1.png" alt="" decoding="async"/></picture> 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. LEARN MORE <picture class="card__image" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-Resources-5.png.webp"/><img width="75" height="75" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons-Resources-5.png" alt="" decoding="async"/></picture> 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. LEARN MORE New Hampshire’s Trusted Financial AdvisorsWe 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. <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0006_Income-Planning.png.webp"/><img width="70" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0006_Income-Planning.png" alt="Dollar Sign Icon image" decoding="async"/></picture> Income Planning <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0005_Investment-Planning.png.webp"/><img width="69" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0005_Investment-Planning.png" alt="bar chart with arrow showing upward trend icon image" decoding="async"/></picture> Investment Planning <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0004_Taxes.png.webp"/><img width="69" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0004_Taxes.png" alt="two documents in a stack icon image" decoding="async"/></picture> Tax Planning <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0003_Insurance-Planning.png.webp"/><img width="69" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0003_Insurance-Planning.png" alt="two documents in stack with box section on the top document icon image" decoding="async"/></picture> Insurance Planning <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0001_Estate-Planning.png.webp"/><img width="69" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0001_Estate-Planning.png" alt="x and o with arrows showing circular motion icon image" decoding="async"/></picture> Estate Planning <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0000_Social-Security-Maximization.png.webp"/><img width="69" height="73" src="https://daviswealthmgmt.com/wp-content/uploads/2023/05/DWM-Icons_0000_Social-Security-Maximization.png" alt="two pillars with arrow between them pointing up icon image" decoding="async"/></picture> Social Security Maximization Featured On <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS.png.webp"/><img width="292" height="103" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0001_WMUR.png.webp"/><img width="133" height="62" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0001_WMUR.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0002_FORTUNE.png.webp"/><img width="216" height="41" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0002_FORTUNE.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0003_MONEY.png.webp"/><img width="193" height="62" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0003_MONEY.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0004_BUSINESS-WEEK.png.webp"/><img width="210" height="45" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0004_BUSINESS-WEEK.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0005_BUSINESS-REVIEW.png.webp"/><img width="225" height="41" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0005_BUSINESS-REVIEW.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0006_107.7-THE-PULSE.png.webp"/><img width="121" height="57" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0006_107.7-THE-PULSE.png" alt="" decoding="async"/></picture> <picture class="icon" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0007_US-NEWS.png.webp"/><img width="214" height="53" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/LOGOS_0007_US-NEWS.png" alt="" decoding="async"/></picture> SEE US IN THE MEDIA <iframe title="About us" width="640" height="360" src="https://www.youtube.com/embed/xeahP9hrafk?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe> Get to Know Us MoreDiscover 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.WATCH MORE 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 <picture class="attachment-medium size-medium" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png.webp 300w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB.png.webp 2048w" sizes="(max-width: 300px) 100vw, 300px"/><img width="300" height="88" src="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png" alt="" decoding="async" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-300x88.png 300w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-1024x301.png 1024w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-768x226.png 768w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-1536x452.png 1536w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB.png 2048w, https://daviswealthmgmt.com/wp-content/uploads/2023/04/DWM-004-B-2023-Logo-RGB-1920x565.png 1920w" sizes="(max-width: 300px) 100vw, 300px"/></picture> Davis Wealth Management10 Fayette StreetConcord, NH 03301Office: (603) 715-2335Toll-Free: (888) 333-3818Fax: (603) 715-2439Series 65, Insurance Licensedinfo@daviswealthmgmt.com <img decoding="async" class="" src="https://www.ethics.net/images/logos/registered-member-badge.png" width="152" height="47" /> <img width="135" height="50" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/Image-12.svg" class="attachment-large size-large" alt="" decoding="async" /> Check the background of your financial professional on FINRA’s BrokerCheck.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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.Copyright 2023 FMG Suite.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. ©2024 All rights Reserved. | Privacy Policy <picture class="attachment-large size-large" decoding="async"><source type="image/webp" srcset="https://daviswealthmgmt.com/wp-content/uploads/2023/02/Group-370.png.webp"/><img width="101" height="41" src="https://daviswealthmgmt.com/wp-content/uploads/2023/02/Group-370.png" alt="" decoding="async"/></picture>"
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