Welcome to Davis & Seiley Wealth Management.
Davis & Seiley is a San Diego based financial planning firm founded in 1994. We understand that few things in life bring more satisfaction and comfort than financial peace and security. There is also nothing more troublesome than to be worried about your financial future. This financial harmony can be difficult to acheive with the variable economic disruptions the financial markets can bring. Your financial freedom will come from having your heart and mind free from the worries of the "what-ifs" of life.
Our firm specializes in helping people navigate the complicated world of wealth management. We are dedicated to helping our clients achieve their financial goals while managing their financial risk. We build strong relationships with a select group of individuals by providing outstanding guidance and support so they may get the most out of the truly important things in their lives. Our process provides a high level of proactive service, making sure all of the little things are taken care of.
Our mission is to help good, hard-working people achieve their dreams and goals through exceptional financial planning and investment management services. We deliver these services with the highest degree of integrity in a friendly, comfortable environment.
We remain ever grateful for our clients and humbled by their continued confidence in us. We welcome you to explore who we are, why our clients love the results we provide, our core values, and the wide range of services we offer.
We invite you to begin this journey toward financial peace with us at Davis & Seiley.