Thomas Davies

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4747 North Ocean Drive suite 240 , Sea Ranch Lakes, FL, 33308

We are able to draw upon all the wealth management resources available within and deliver them as a part of one comprehensive strategy. Our belief in a planning-based approach means that all relationships begin with an assessment of the four critical components of wealth management: (1) tax liability (both income and estate), (2) cash flow needs, (3) risk management, and (4) asset management. The key goal is to form a cohesive team with their CPA, Trust, Estate or other attorneys to provide the best possible results without conflict or overlap.