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1405 Irwin way, The Villages, FL 32162-3765

Mission Statement

mission statement

I manage wealth through customized solutions and lifelong advice rather than point-in-time recommendations. I develop strategies for success. My mission is to deliver an unprecedented level of personalized service.

It takes time and expertise to build wealth. My clients want to grow and preserve their assets wisely. The available Professional Money Management programs facilitate the means to invest assets prudently, keeping in mind a client’s tolerance of risk and market volatility. As a key part of the overall Professional Money Management Team, the role of an investment consultant* is to provide specific investment recommendations* that are suitable for a client’s needs, goals, and long-term objectives. My clients work towards their financial goals by following a disciplined investment approach.

*These services offered by Wayne Davies through his affiliation with HD Vest Investment ServicesSM, Member SIPC, and HD Vest Advisory ServicesSM.