Davies Wealth Management Service
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288 Main St | Milford, 01757
Last time updated: 2/9/23, 2:47 AM
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About

Davies Wealth Management Strategies 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, an unprecedented level of personalized service can be delivered. A Complimentary Portfolio Analysis to determine whether your investment portfolio is positioned within your tolerance for risk is currently being offered. You are encouraged to explore the website, view the professional money management video, and learn more about the services provided. Also, please visit the Market Reports Page for timely and insightful commentary from Wells Fargo Investments. Should you have any questions or would like more information on our firm, please feel free to email or call 508-478-2600 or toll free at 800-648-1000. Thank you.

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