Our Services

“If you don’t find a way to make money while you sleep, you will work until you die.”

– Warren Buffett

As an attorney, this singular truth has deeply affected me both personally and professionally.

In a field where many complain of long hours, burnout, and low job satisfaction, it is very rare to see an attorney actually retire despite above-average annual incomes. I am James Davis, II, the founder and owner of Davis Wealth Management, and I walked away from a lucrative career as a trial attorney to follow my passion: Helping others achieve financial independence.

I find joy helping clients optimize their lives so they can focus on what truly matters to them.

I recognize that some clients prefer full service treatment, while others merely need a co-pilot for advice and assistance avoiding financial blind spots; either way, I remain committed to agility in our services.

My goal is to develop and enhance your financial picture from top-to-bottom.

Davis Wealth Management offers a number of services, including:

Implementing 401(k) or other retirement plans for your business, to include asset allocation recommendations as well as matching and profit sharing strategies to supercharge your plan

Thoughtful, data driven, investment advisory services wherein we oversee, recommend, and implement wealth generation and management plans for you and your family

Stress testing your retirement through Monte Carlo simulations and implementing a retirement strategy that allows you to draw from your nest egg with piece of mind

Life insurance, educational investment accounts, and simple strategies to set your family up for generational wealth.

If you believe you may benefit from having a financial co-pilot, please give me a call. You need not be wary of sales tactics. Helping others achieve financial independence is our passion, and if we are unable to improve your life, we will be happy to have spent the time with you.

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Davis Wealth Management LLC d/b/a Davis Wealth Management. James Davis offers Securities through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Davis Wealth Management is independent from CFGS. Please be advised that presently James Davis holds Series 7 and 66 licenses in NC and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures. Check the background of your financial professional at Broker Check.

© Davis Wealth Management