The Davis Private Wealth Management Group of Wells Fargo Advisors

At the Davis Private Wealth Management Group, we believe intelligent investing and strategic planning are critical to your financial future and long-term success.

Personalized Wealth Management

Relying on comprehensive research, analysis and best-in-class service, we carefully craft personalized wealth management strategies for our clients. Working together with your tax and legal advisers, we deliver personalized solutions that best serve your needs. Our team seeks to attract clients at all stages of life, especially those who have the capacity to grow over time, incorporating holistic advice and money management.

As professionals, we create and implement thoughtful wealth management strategies to address our clients’ specific goals and challenges. Our objective is to enable you to focus your time and resources on the things you care most about by providing you with the services you need.

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With 50 years of combined experience, we offer the industry knowledge and advice you’ve been looking for – from portfolio management to college savings plans, in addition to retirement planning strategies, life insurance, and long-term care.

We develop a customized portfolio aimed at preserving your wealth, meeting your current needs, and creating the future you see for yourself and your loved ones. Whether you are planning your estate, strengthening your business, saving for retirement or creating a family legacy, The Davis Private Wealth Management Group provides the comprehensive solutions and world class service you seek.

Getting Started

There's no better time than now to begin planning your ideal financial future. We look forward to starting the conversation with you soon.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, MA, MD, MO, NC, NV, NY, PA, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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