The Faces of Martin & St. Lucie
The FACES of RETIREMENT PLANNING & ASSET MANAGEMENT
Davis Wealth Management
Robin Davis and Carie Gratz
Davis Wealth Management takes a holistic approach to investing. Financial advisers Robin Davis and Carie Gratz, both Certified Financial Fiduciary® designees, believe that choosing where to put one’s money is only part of the complete financial picture. A client’s portfolio also should include tax planning, insurance planning, long-term-care planning, income planning and estate planning. “We have various strategies that we use based on the client’s specific situation and do not use a one-size-fits-all approach,” Davis says. “We match clients with strategies that will help them attain their retirement vision.” The CFF abbreviation that follows both of their names distinguishes them from the salesmen in their industry. “Florida is a big retirement state, which is a big magnet for unscrupulous salesmen who claim to be financial advisers,” Davis says. “The term financial adviser is abused in our industry, and we have seen many clients who have been sold a product rather than a strategy.” The issue prompted Davis to write Who’s Sitting On Your Nest Egg? Why You Need a Financial Advisor and Ten Easy Tests for Finding the Best One. The book teaches clients what they need to know prior to interviewing someone who is going to handle their life savings.
772.463.4441 • daviswealth.com