Simplify. Consolidate. Coordinate. Advise.
Simplify - We provide an all-in-one service model, so that you and your heirs have one team to communicate with for most of your life issues.
Consolidate - Wherever your assets are held, we can consolidate and analyze your holdings.
Coordinate - We are your go-to advisors, bringing together key professionals needed to manage your unique needs.
Advise - We are your family office, advising you on your unique circumstances and needs.
1984 - Now
Since 1984, Mr. Joseph P. Davis III has been principally advising families, individuals, foundations, endowments, and small businesses. Over his career, Mr. Davis has earned the trust and confidence of his clients through his effective approach to their needs, goals, and hopes.
In 2009, Davis Wealth Management's transitioned from a broker dealer platform to a registered investment advisor. Motivated by the feeling that in 2008 the financial landscape as we knew it had inalterably changed.
At DWM Advisors, Mr. Davis will also continue his focus on the types of social entrepreneurship and charitable giving efforts that have long been a hallmark of his life. Through the years, Mr. Davis has done extensive work for Sheltering Wings, The Women's Center, and The Morehead Planetarium. Most recently, Mr. Davis led an initiative that successfully financed and built a free health clinic in Burkina Faso, a landlocked nation in West Africa. Mr. Davis's newest vision is to build a commuter bike path for people who work in the Triangle area of North Carolina.
At DWM Advisors our mission is to use our experience, expertise, and integrity to enrich the lives of our clients.
We view our mission as spanning beyond achieving our clients' goals and the goals of our firm.
We also feel it is important that our company stands as a valuable contributor to society.
With that belief in mind, at DWM Advisors, we work hard to initiate, partner around, and drive social entrepreneurial ventures that are efficient, self-sustaining, and beneficial to society.
At DWM Advisors, LLC, a set of core values drives everything that we do. More than words, our core values are a way of living.
We believe in:
Through combining our resources, expertise, and energy with important causes, we feel we can strongly advance the betterment of society.
DWM Advisors' employees and our partners have been carefully selected for their track record of success and extensive expertise in their respective fields.
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