"I chose Davis Wealth Management Team several years ago, and continue to invest with them because they are easy to communicate with, provide very good attention to details, and have an excellent reputation within the industry. I am pleased in my portfolio's growth."

Dr. Ed Takahashi

Optometrist | As of March 24, 2023

"The personalized service is outstanding. They have provided me with efficient and seamless transactions and prudent advice that keeps with my investment philosophy."

Dr. Sam Cosman

Anesthesiologist | As of March 23, 2023

"You're not just dollars to them. In a way, you become part of the team."

Dr. Stephen & Nanette Lewis

Veterinarian & Sonographer | As of March 24, 2023

"Eric is very thorough and detailed. We are confident in his judgement & always enjoy our meetings. We would highly recommend him to anyone, anytime!"

Irvin & Anne Peters

Retirees | As of April 05, 2023

"There is always some fear, trepidation, and concerns- will I have enough and will it last? It has been important to me personally to have people I liked and trusted looking after my affairs."

Kevin McIntyre

Retired President of Underwriters Insurance | As of April 21, 2023

"I am so very grateful for the day we met Eric and decided to place our trust in him! Little did we know at the time what a great team we were getting as well! All of you make us feel very special and I hope in some way you know you are special to us as well. We are so appreciative of all that you do!"

Donna & Bob Cain

Retirees | As of March 31, 2023

"You and your team have been incredible to work with! And I continually mention to others how amazing your group is and how you have done me so well with my investments."

Spencer Dobell

Former owner of Nature's Fare | As of March 09, 2023

Live Well. Invest Well.


You have our commitment to help you achieve what truly matters. What sets us apart is not what we do but how we do it. You can expect an honest and proactive relationship that helps provide stability.

Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.