Davis Private Wealth, LLC
We are an independent wealth management firm based in Wellington, Florida. We work with business owners & families to help them build the future they envision. We offer all services needed for
comprehensive wealth management, put our clients needs ahead of our own,
and are entirely independent offering full transparency. In this way,
our clients know that the financial road maps we design for them are
truly created to simplify their financial lives and help them achieve
their goals.
Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board.
Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL. Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals. Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company.