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Matthew Davis
Business Name:
Premier Wealth Partners
Business Description:
Premier Wealth Partners offers boutique, concierge style financial planning services. I focus on providing comprehensive financial strategies based on a client's individual needs during different stages of life.
How Business Creates Value:
Premier Wealth has the roots of a local, Summerville firm and the strategic backing of a powerful investment bank. We pride ourselves on being active in and supporting our community, Partners of our firm currently serve many local non-profits both financially as well as in volunteer and leadership capacities. We are passionate about helping develop strategies to support the goals of those we serve.
How Member Creates Value:
Matthew Davis has spent his career in service to others, first in uniform, then in the classroom, and now as a financial advisor serving clients in 15 states. Matthew spent ten years in the United States Marine Corps, rising from Private to Sergeant before earning a commission. He left the Marine Corps as a Captain, carrying with him the discipline and accountability that still guides how he works with clients today. Matthew’s service to his community didn’t end when he took off his uniform. He joined Teach for America and spent 4 years teaching in underserved communities in Oklahoma City and Charleston. This experience deepened his commitment to making a real difference in people's lives. After a time working in the corporate world for a fortune 500 company, Matthew felt called to follow his passion for personal finance. In financial advising, he found a new way to serve through helping families define and achieve their goals. His approach is relational and nonjudgmental. Matthew believes everyone should have personalized financial guidance. He sees his role akin to a personal trainer: someone who challenges clients, keeps them accountable, and pushes them toward progress. To him, finances aren’t just about the numbers; It's about security, dreams, and the impact families can have on the generations that follow.

Contact Information

Phone
(616) 403-9327

Skills

  • Financial Advising
  • Estate Planning
  • Wealth Management
  • Secession Planning
  • Fiduciary
  • Social Security and Medicare Timing
  • Tax-Efficient Withdrawal Sequencing
  • Equity Compensation & Concentrated Stock

Credentials

  • TEAM Member Since 2026