Comprehensive Financial Planning and Wealth Management

The mission of Davis & Seiley Wealth Management is to help good, hard working people achieve their dreams and goals through exceptional financial planning and investment management services. We will deliver these services with the highest degree of integrity in a friendly, comfortable environment.


Independent & Unbiased

We work together with you to define and clarify your goals, and then explore the strategies available to work towards those goals.  Because we are independent, our focus is on your success, not on "the firm." 

We have no proprietary products, Wall Street agenda, or quotas to meet.
 

 Davis & Seiley Wealth Management Team
(Left to Right)

 Janelle Mass
Client Services Associate

Marc C. Davis, CFP®
Partner

Joseph M. Seiley, MBA, CRPS®
Partner

 

   


  Click here for
Our Client Service Commitment

  We are independent, so your goals come first. 

About Our Primary Custodian
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .
 

 To learn more about Fidelity Institutional Wealth Services, and how our relationship with Fidelity benefits our clients, click here. 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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