You Deserve Peace
& Prosperity

Strategic wealth management for successful executives who want more out of life

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You’ve worked hard to achieve significant success, and you deserve to enjoy your life and have greater peace about the future.

At Davis Executive Wealth Management Group, we leverage forward-thinking strategies to help corporate executives preserve their wealth and capitalize on opportunities in an increasingly complex financial world.

With more than 50 years of combined experience, our team will look after your best interests through every phase of life, coordinating with your other trusted professionals to ensure everyone is working in harmony toward common goals. We aim to take the burden of wealth management off your plate so you can spend less time worrying about the future and more time doing what you love with the people who matter most.

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Meet Our Team

At Davis Executive Wealth Management Group, we don't just manage wealth; we seek to build lasting relationships based on trust, integrity, and a shared vision for your financial future. Partner with us to potentially embark on a journey towards financial security and prosperity.

We are a dedicated team of four individuals with a combined experience of over 50 years in Private Client Wealth Management. (Tim Davis, CFP® Wealth Manager 25 years, Michaelyn Bortolotti Wealth Manager 15 years, Michael Carilli Wealth & Portfolio Specialist 10 years). Rooted in New England but with clients throughout the United States, we share a strong sense of community, place family first, and have diverse interests ranging from biking, traveling, the Boston Bruins and skiing. Our passion for the business runs deep which is just one reason why we are committed to helping you succeed financially.

Why Davis Executive Wealth Management

At Davis Executive Wealth Management Group, we understand that managing your wealth is not just about numbers; it's about building a trusted partnership with a dedicated team that shares your financial aspirations. Our commitment is to an unwavering transparency and a world-class service model.

The Davis Way

We are commitment to values such as accountability, dedication, honesty, and trust. These principles are not mere words for us; they form the bedrock of our Code of Commitment to our clients and their families. With Davis Executive Wealth Management, you'll find a team driven by passion and armed with knowledge.

Who Do We Work With?

We specialize in serving Corporate Executives, Business Owners, and Entrepreneurs. To us, you’re not just clients; you’re key members of our Wealth Planning Team. We would like you to think of us as your Family CFO, a trusted advisor, and a friend who is always in your corner.

How Do We Do It?

Our Wealth Management Process revolves around three pillars: Process, Discipline, and Scale. We understand that your financial landscape can be complex, with numerous moving parts. That's why we tailor a customized plan for you that encompasses the core steps of ASSESS, PLAN, IMPLEMENT, and REVIEW.

Why Do We Do What We Do?

For us, this isn't just a job or a career; it's a way of life. Our mission is to be the guardians of your financial security, the architects of your peace of mind, and the builders of your financial stability. In essence, we live and breathe to ensure the prosperity of our clients. Crafting a customized plan isn't just about securing your future; it's about safeguarding the financial well-being of every generation within your family.

How We Help

When we partner with you, our job is to help you capitalize on the right opportunities with the least amount of risk and the greatest possible return. Your comprehensive financial plan establishes the goal posts of investing and creates the boundaries needed to help you minimize your tax burden, preserve your assets, and build your wealth over time. We’ll continually discuss the details of your plan to ensure it remains aligned to your values, risk tolerance, and goals through every season of life.

Meet Our Team