Davies Wealth Management Svc

Davies Wealth Management Services provide legal and financial counsel in the Milford community. The firm specialize in "estate and tax planning, elder care & medicaid planning, and bankruptcy, including wealth accumulation, preservation, and transfer strategies." Call the number provided to schedule for a consultation.

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...