Davis Global Wealth Management
DAVIS GLOBAL Wealth Management was founded with the goal of providing exceptional wealth management by approaching the world of investing from a global perspective. Over 60% of investing opportunities lie outside our country’s borders. We develop strategies with that understanding. Our holistic approach to our clients encompasses every aspect of their financial lives to ensure a comprehensive plan that targets the ultimate goal – financial independence.
We are dedicated to one and only one thing, your financial life. We will meet you where you are, whether you’re just starting out or are nearing retirement. We will work with you through the accumulation phase and transition with you into the disbursement phase ensuring we monitor your progress.
We work with indviduals and corporations in the Greater Seattle area, Puget Sound, Pacific Northwest and throughout the nation. No matter where you are located, we bring global investing opportunities to you.
Our company is based on the principles that discipline and knowledge are important steps towards success in any venture. Understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (360) 630-1499.
No strategy ensures success or protects against a loss.