Our Story Is Not Typical Of Many Advisors

Our perspective is informed by personal seasons and storms.

Hemlock Creek Wealth Management is an independent financial planning and wealth management firm.

We think our story is unique – or, perhaps what’s unusual is our willingness to be completely honest about our roots. Neither of our Founding Partners started their careers in this industry. Rather, their personal journeys through life’s unexpected highs and lows – including divorce, bankruptcy, and job loss – ignited a passion for helping others prepare for and navigate the financial impacts associated with various seasons and storms of life.

The perspective Nick Davis and Sarah Davis gained from their own seasons and storms allows the Hemlock Creek Wealth Management team to connect with clients on a deeper level.

We Believe:

Our job is to carry the weight for our clients.

Before becoming a financial advisor, Founding Partner Nick Davis served in the U.S. Air Force and later worked in corporate aviation, including inspecting planes. He understood what was at stake when he deemed a plane safe to fly, just like he understands what’s at stake when he provides financial coaching for a client of Hemlock Creek Wealth Management.

Financial planning isn’t life or death in the same sense, but there’s still a great deal on the line for our clients, and it’s not a burden we take lightly. We want you to have peace of mind that the financial planning work we’ve done together will help you maintain and maximize everything you’ve worked so hard for in the years to come.

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Goals lead to victories.

In her former role as a physical therapist, Founding Partner Sarah Davis had to understand each patient’s situation, identify an end goal to accomplish, and develop a strategy to get there. Her job was to help patients navigate challenges on their journey while keeping them focused on the individual steps that would lead to victory.

Financial planning is similar. The Hemlock Creek Wealth Management team helps clients identify their individual obstacles and opportunities, stay motivated, and stay on the path that is likely to lead to their ultimate vision of success.

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Experience beats theory.

The road to financial freedom for Nick Davis and Sarah Davis was paved with lessons learned the hard way. Early in their adult lives, before they were financial advisors, each had significant life challenges that upended their financial plans and security. Although those hard times weren’t easy, they learned a lot about how to better maximize and protect their wealth.

If the Davises knew then what they know now, they could have avoided some struggles. Yet, they view these experiences as important parts of their journeys, as well as ones that allow the Hemlock Creek Wealth Management team to offer experience-based guidance and advice.

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Grit is gratifying.

Sarah Davis grew up on a working beef cattle farm in Ashburnham, MA, where both her parents maintained the family farm in addition to managing professional careers. Long days and persistent challenges were the norm, and she learned how to reap the rewards of steadfast determination.

Today, she and Nick Davis maintain this passion for problem solving and hearty effort as they guide clients through their own challenges and victories.

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The best success is not our own.

Service – to country, family, and community – are common threads in the histories of Nick Davis and Sarah Davis, which instilled in them a belief that serving others is truly life’s greatest reward. They love God, family, and their country. They also delight in helping people understand where they are, where they want to be, and how to maximize their greatness.

The Hemlock Creek Wealth Management team is incredibly honored to do what we do, which is why we’ll never grow our business beyond what we can manage personally.

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Our Name

A Symbol of the Impact We Strive to Create

Hemlock trees represent the very character of our firm. They’re steadfast and enduring, living for hundreds of years by adapting to life’s storms and seasons. They’re a beautiful symbol that reminds us to hold fast to our roots, yet be willing to bend and sway as circumstances change.

We continually guide our clients and friends through the shifting seasons of life, and we love that the journey is as timeless and durable as nature itself.

Our clients are never a number to us; they’re the heart and soul of our practice, and our mission is to support them with the grace, strength, and flexibility of these magnificent trees.

"Love is patient, love is kind. It does not envy, it does not boast, it is not proud. It does not dishonor others, it is not self-seeking, it is not easily angered, it keeps no record of wrongs. Love does not delight in evil but rejoices with the truth. It always protects, always trusts, always hopes, always perseveres." —1 Corinthians 13:4-8

Let's Talk

To discuss how we can help lighten your load through comprehensive financial planning

Our Story Is Not Typical Of Many Advisors

Carrying the Weight

Goals, Plans & Victories

Experience Over Theory

Grit & Determination

Shared Success

Carrying the Weight

Goals, Plans & Victories

Experience Over Theory

Grit & Determination

Shared Success

We Believe:

Our job is to carry the weight for our clients.

Goals lead to victories.

Experience beats theory.

Grit is gratifying.

The best success is not our own.

A Symbol of the Impact We Strive to Create

Let's Talk