We Create Financial Strategies Tailored To Your Goals. |  |
Wayne R. Davies,
J.D., LLM Tax, CFP®, ChFC®, ChFC®
Years of experience have prepared me to guide you through your life’s
transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Retirees
Our clients generally strive for security, peace of mind, and simplicity in
financial affairs.
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.
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.