Address: 684 SE Monterey Rd, Stuart, FL 34994, USA
Phone: +17722104031
Sunday: Closed
Monday: 8AM–5PM
Tuesday: 8AM–5PM
Wednesday: 8AM–5PM
Thursday: 8AM–5PM
Friday: 8AM–5PM
Saturday: Closed
ROSEANN BIRCH
Thomas Davies has been an excellent portfolio manager as well as someone that has my complete and full confidence. He is always available for a phone call when I have a question. His reporting system is very clear and accurate. I would highly recommend his services to anyone.
Don Karney
I learn something new about wealth management & financial planning every time I talk to Tom. Solid guy. He knows what he is doing.
Jonathan White
Thomas really works to understand his client’s needs and provide a plan for the future and not just investment options. He’s compassionate and very knowledgeable!
Mitchell Roffer
Friendly, knowledgeable and attentive to clients needs. Always responds promptly.
Thanks! Your review is awaiting moderation.
This is a great question, and usually is premature. The fee's charged are usually indicative of the work involved. Here is a link to our fee-page: https://tdwealth.net/what-we-do/fees
We do not receive commissions from the sale of products such as insurance or investments. Both our financial planning and investment management services are offered on a fee basis, unlike commission-based advisors who receive compensation through transactions. Our fee model allows you to choose the amount of service and financial advice you require. In essence, it is a user-pay approach — we do not assume that the more money you have, the more financial advice you need.
Yes, we don't sell products. We provide Financial Advice. This means, our strategic financial plans are only influenced by your needs. Our clients are the most important stakeholders to us and are not just a means to an end.
Thanks! Your answer is awaiting moderation.
Thanks! Your question is awaiting moderation.