Congratulations Wayne
On Being Named a
2010 FIVE STAR Wealth Manager
Wayne R. Davies
Davies Wealth Management Strategies, LLC
288 Main St.Milford, MA 01757
(508) 478-2600
www.DaviesWealthMS.com
Honest Ethical Practices – Integrity Earns Trust
- Extensive experience serving executives families retirees
- Investment management* designed to minimize risk
- Integrated tax strategies and family legacy planning
Area of Focus: Portfolio Management*, Taxes, Legacy Planning
Designations: BS JD LLM Tax, CFP(R), ChFC(R), FINRA Lic. 7 24 63 65
Advisor is licensed/registered to do business with U.S. residents in the states of: MA
*Securities offered through HDVest Investment ServicesSM, Member SIPC. Advisory Services offered through HDVest Advisory ServicesSM. Non-bank subsidiaries of Wells Fargo & Co. Davies Wealth Management Strategies LLC is not a registered broker/dealer or independent investment advisory firm.
Davies Wealth Management Strategies, LLC and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Davies Wealth Management Strategies, LLC clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.