Broker Check

Feel Confident and More SecureSM

We Create Financial Strategies Tailored To Your Goals.

<strong>Wayne R. Davies,</strong>

Wayne R. Davies,

J.D., LLM Tax, CFP®, ChFC®, ChFC® 
Years of experience have prepared me to guide you through your life’s
transitions.

Learn more
<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
<strong>Women Investors</strong>

Women Investors

Focus on life’s experiences that you can control.

Learn more
<strong>Retirees</strong>

Retirees

Our clients generally strive for security, peace of mind, and simplicity in
financial affairs.

Learn more

“The future belongs to those who believe in their dreams.”  Eleanor Roosevelt

<strong>Financial Advice Shouldn't Be Complicated</strong>

Financial Advice Shouldn't Be Complicated

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Learn more
<strong>Charitable Giving: Smart from the Heart</strong>

Charitable Giving: Smart from the Heart

It is our belief at DWMS that our daily impact in the community can reach far beyond helping investors fulfill their dreams. We endeavor to give back – with our time, effort, and pride.

Learn more

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!