Josh Davis - Davis Private Wealth, LLC

05/07/2026

https://davisprivatewealth.com/the-florida-retirees-tax-playbook-what-to-do-before-you-move-and-after-you-arrive/

By Davis Private Wealth | Royal Palm Beach, Florida Florida’s lack of a state income tax is one of the most powerful tax advantages available to American retirees. For someone moving from New York, New Jersey, California, or Illinois, the savings can easily reach tens of thousands of dollars per y...

02/11/2026

After 9 years in business, Davis Private Wealth, LLC has hit another huge milestone this week! We reached $200 million under management! We are so proud of our team and are grateful to have so many amazing clients!

01/11/2026

January 11, 2017 we officially launched Davis Private Wealth, LLC!! 9 years has flown by! We truly appreciate all of our amazing clients!

12/16/2025

https://davisprivatewealth.com/why-choosing-a-fee-only-financial-advisor-in-wellington-florida-matters/

If you’re searching for a fee-only financial advisor in Wellington, Florida, understanding how advisors are compensated is one of the most important steps you can take toward protecting your financial future. At Davis Private Wealth, a fee-only wealth management firm serving Wellington, Royal Palm...

10/28/2024

After 7.5 years in business, Josh Davis - Davis Private Wealth, LLC has hit a huge milestone this week! We reached $150 million under management! We are so proud of our team and are grateful to have so many amazing clients! Next stop $200!

09/19/2024

We love having our own offices! Designed by: lacygarcia.com

01/31/2024

The Josh Davis - Davis Private Wealth, LLC grand opening of our offices in December was a huge success! Thank you to everyone that put it together!

02/04/2023

Josh Davis - Davis Private Wealth, LLC purchased it’s very own office space last month just 2 miles north of the current offices. The designs are being finalized for the brand new buildout of 6 offices & a conference room. We hope to move in to the new space by end of Summer 2023. The Davis girls are excited!

06/03/2020

Wow, very interesting.

Irene Triplett received a pension of $73.13 a month from the Department of Veterans Affairs for her father's service, which began more than 155 years ago.

09/14/2019

Could this be the future of buying and selling real estate?

Artificial intelligence in housing won’t just eliminate Realtors. It could completely change the way we buy, sell and live.