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Watercolor style picture of 5 carrots sprouting from the ground.
Kevin Davis | May 14, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Older couple embracing on a boat overlooking a body of water
Kevin Davis | May 14, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Kevin Davis | May 14, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Davis & Wehrle, LLC

Registered Investment Adviser

1104 S. Mays, Ste. 105
Round Rock TX 78664

P: +01 (512) 346 1131

F: +01 (512) 346 8862

E: +01 (512) 346 1131

 
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