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Our Services

At Davis Wealth Management, we provide comprehensive assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • College Planning
  • Estate Planning
  • Money Management
  • Money Purchase Plans
  • 401(k) Profit Sharing Plans
  • Cash Balance Plans
  • Davis Bacon Prevailing Wage Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance