Planning for a bright future or rock-solid retirement does not need to be terrifying. We are committed to providing you with personalized strategies to ensure you and your family's financial security, no matter what your needs may be. Let's start a conversation about your financial goals. We understand that every financial situation is unique and managing your wealth can be complex and time-consuming; but it doesn't have to be.
Caviness Wealth Management is an independent financial wealth management firm. We are pleased to offer an objective viewpoint and a wide variety of services that are specifically tailored to you and your needs. We believe in having a personal relationship with our clients and that trust is key. Our goal is to educate you every step of the process so you know exactly where and how your money will work hardest for you.
Caviness Wealth Management is an independent financial wealth management firm. We are pleased to offer an objective viewpoint and a wide variety of services that are specifically tailored to you and your needs. We believe in having a personal relationship with our clients and that trust is key. Our goal is to educate you every step of the process so you know exactly where and how your money will work hardest for you.
Services
Helping you safeguard your financial future is our mission. Since 2006, Caviness Wealth Management has managed our clients' wealth by clearly identifying each client's specific investment needs and objectives. We specialize in all aspects of customized, client-focused and individual wealth management strategies.
Being prepared for the future, when you are at your most financially vulnerable state, is one of the smartest things you can do today. Make the most of current financial options and ensure you are organized and prepared for the later years in life. Our mission is your retirement vision.
By gaining a deeper understanding of how you think and feel about investing, we can customize the financial strategy we develop jointly to help you with your approach for what matters most to you.We are here to offer sound guidance and to fully support in achieving your short and long-term financial goals.
By gaining a deeper understanding of how you think and feel about investing, we can customize the financial strategy we develop jointly to help you with your approach for what matters most to you.We are here to offer sound guidance and to fully support in achieving your short and long-term financial goals.
While every client at Caviness Wealth Management has very different fiscal circumstances, the majority of investors share a core group of similar goals: preserving and growing the assets they have, affording a quality education for a child or grandchild, enjoying a comfortable quality of life during their working years, and a retirement that lets them enjoy themselves without financial worry.
To successfully pursue your investment goals, Caviness Wealth Management believes that you must first know where you need to be. This begins with understanding where your individual financial goals and priorities lie. Through this initial set of consultations, we begin to build a financial investment blueprint.
Caviness Wealth Management provides customized retirement plan strategies for both small businesses and the self-employed. We start by evaluating your current retirement plan, then assist you with implementing a new retirement plan designed to manage the needs of your business & employees. We also have the ability to help companies evaluate and modify existing retirement plans to ensure that benefits are maximized.
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