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Find Clarity and Control in Your Retirement Through Wealth Preservation Expertise

Michael Davis

At our core, we are in this industry to help clients overcome their financial challenges and prepare for a secure retirement.

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Your Goals.

Our Strategies.

What matters to us... is you.

It's about you and your financial goals for a secure future and legacy for you and your family. Your goals for the future determine the plans we need to implement today.

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Who We Serve

We believe everyone deserves access to quality financial advice, delivered with care and personalized attention. By taking the time to understand your unique needs, goals, and challenges, we help you build a secure and meaningful financial future. While our practice is especially well-suited to serve women aged 50–70 who are widowed, single, approaching retirement, or already retired—and we often work closely with their adult children—we welcome and are committed to helping anyone seeking thoughtful, experienced financial guidance.

How We Serve

We aim to relieve the stress of financial planning and financial burden by reaching out to you, no matter where you are in your process. We offer comprehensive, holistic approaches to help you achieve financial freedom and equip you with the confidence for major adjustments in life. Our hope and desire is to bring you clarity and control whether planning for retirement, or going through retirement.

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Who is Michael Davis

Michael Davis is a financial advisor dedicated to helping clients achieve a secure retirement, drawing on 15 years as a CFO where he witnessed common financial concerns. Holding a BS from UNC Chapel Hill and key industry certifications, he provides expert guidance. Personally, Michael is committed to coaching AAU basketball and applies a disciplined approach to both his health and business.

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How we help you

Addressing Common Concerns

Some of the top concerns we help our clients with include rising healthcare costs and long-term care needs, ensuring you don't outlive your money by creating a robust long-term retirement strategy, and legacy and estate planning to minimize probate and family stress. We also help alleviate the fear of market volatility by positioning your investments to withstand downturns, especially in retirement, and work to minimize taxes on your Social Security, RMDs, and investment income.

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Retirement Planning

We specialize in crafting comprehensive retirement plans designed to ensure you don't outlive your savings. By understanding your desired lifestyle, future expenses, and long-term goals, we develop a personalized strategy that aims to provide a stable income stream throughout your retirement years, giving you peace of mind and financial security.

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Investment Management

Our approach to investment management focuses on aligning your portfolio with your unique financial objectives and risk tolerance. We work to construct a diversified investment strategy tailored to your timeline and aspirations, continuously monitoring and adjusting it to help your assets grow efficiently while aiming to meet your specific financial milestones.

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Estate Planning

Navigating the complexities of estate planning can be daunting, but we're here to simplify the process. We assist in creating a clear and effective plan for your legacy, helping to minimize probate, reduce potential family stress, and ensure your assets are distributed according to your wishes, protecting what you've built for future generations.

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Tax Planning

Strategic tax planning is a key part of sound financial management. While I am not a tax advisor and do not provide tax advice, I do work closely with clients to structure their investment portfolios with the goal of minimizing tax impact. We focus on strategies to help reduce taxes on Social Security benefits, Required Minimum Distributions (RMDs), and investment income—so you can keep more of what you’ve earned.

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Volatility Protection Strategies

Market fluctuations can be a significant concern, especially as you approach or enter retirement. We implement specialized volatility protection strategies designed to help safeguard your investments against market downturns. Our goal is to position your portfolio defensively, aiming to preserve your capital and reduce the impact of market instability, allowing you to withdraw funds for expenses with greater confidence.

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About Our Team

Michael Davis

Michael Davis

Owner / Operator

"My number one goal is to help clients overcome their financial challenges and prepare them for a secure retirement."

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Michael Davis

Michael Davis

Owner / Operator

Professional

Michael Davis isn't just a financial advisor; he's someone who genuinely wants to help you conquer those money worries and build a secure retirement. Why? Well, for 15 years, he was a CFO, managing 401(k)s for employees at two different medical companies. He saw firsthand the confusion and anxiety people had about their futures, and it really stuck with him. Once his second company sold, Michael knew exactly what he wanted to do: switch gears, become a financial advisor, and guide folks through what can feel like a really complex maze.

He's got the chops, too. Michael earned his Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill. And to make sure he's fully equipped to help you, he's passed all the important industry exams: the SIE, Series 7, and Series 66. When you work with Michael, you're working with someone who truly understands the landscape.

Personal

Beyond the world of finance, Michael Davis is a pretty interesting guy with a lot of heart. Since 2010, he's been coaching AAU basketball, and it's more than just a hobby. It scratches that competitive itch he's had since his own playing days, but more importantly, it lets him be a positive male role model for kids, some of whom might not have a father figure. He's watched these players grow up from seventh graders to college grads, and then into adults with careers and families of their own. There's nothing quite like bumping into one of them years later and reminiscing about their time together – it's a special connection.

Staying active is big for Michael. You'll often find him out on a long walk with his two pups and his wife, Dawn, or hitting the health club four or five times a week. He's a creature of habit, and that same discipline he brings to his workouts, he applies to his business and how he helps his clients.

When they get a chance, Michael and Dawn love to travel. They're lucky to have both beautiful beaches and stunning mountains right there in North Carolina to explore, but they also enjoy venturing further afield to places like Maui or Turks and Caicos. You might even spot them at The Summit Church in Raleigh on Sundays. And if you're a sports fan, you should know Michael is a huge UNC Tar Heels fan and tries to catch as many games as he can. Fun fact: he even played JV basketball for Roy Williams back when Williams was just an assistant coach at UNC, right at the start of his incredible career!

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Leslie Husarenko

Leslie Husarenko

New Business Specialist
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Leslie Husarenko

Leslie Husarenko

New Business Specialist

Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.

Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.

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Austin Sanders

Austin Sanders

Independent Fiduciary
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Austin Sanders

Austin Sanders

Independent Fiduciary

Austin has worked in the financial planning industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long-term financial goals. He specializes in risk management and wants to ensure that during the investment allocation process, volatility is limited while still achieving returns needed to accomplish his clients' objectives. Serving clients as an independent fiduciary, Austin is legally required to put their interests first, always.

His decade of experience in financial planning has taught him the value of using a 3-tiered approach involving protection, income, and growth strategies when helping clients preserve their wealth. When he is not designing protected growth and income plans, Austin can be found on the golf course, in the gym, or adventuring with his beautiful wife Brittany and their dog, Fievel.

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Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Roman Wealth or any of its affiliates. The company, and its investment advisor representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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Advisor Record
Joe Clark

Joe Clark

Business Development Advisor (BDA)
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Joe Clark

Joe Clark

Business Development Advisor (BDA)

Joseph Clark of Brokers’ Choice of America has been providing assistance to retired, pre-retired clients and also independent advisors throughout the country for twenty-three years. He is an experienced teacher, published author and financial educator. He has extensive knowledge in the areas of preservation and distribution of wealth, retirement planning strategies, reduction of financial risk, lowering of taxes and protecting assets.

Joseph prides himself on his ability to provide his clients with proper planning and sound advice. His career in the Financial Services industry began as a Marketing Consultant. Joseph has earned his CFEd® certification with the Heartland Institute of Financial Education.

Joseph teaches health care planning and Income planning for retirees and pre-retirees. This experience has allowed him to become a successful advisor while assisting his clients in enhancing their piece of mind.

Joseph and his wife, Kimberly reside in Littleton, Colorado. They are the proud parents of three children: Haily, Kaira and Ivaiah, Grandson Makaio.

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