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1405 Irwin way, The Villages, FL 32162-3765

Welcome to DWMS


Davies Wealth Management Strategies LLC is committed to helping you pursue your long-term financial success. The customized professional investment management programs that are the foundation of the Wealth Management process are designed to be within your tolerance for risk and market volatility. The asset allocation* techniques of the Modern Portfolio Theory, developed by two Nobel Prize-winning economists, are the cornerstone of the investment strategy. Through this approach, we strive to deliver an unprecedented level of personalized service.

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.