Caviness Wealth Management, LLC specializes in all aspects of customized, client-focused comprehensive wealth management strategies. Caviness Wealth Management, LLC was created to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear, realistic and results driven.

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Plan for the Future

We know how important your future is. From college tuition to saving for retirement, we’ll build a plan and investment strategy that is customized specifically to help you pursue your financial goals.

Right for You?

We believe in having a personal relationship with our clients. We understand that every client is different and build each client portfolio based upon your specific financial needs and goals.

A Range of Services

We are an independent wealth management firm. This affords us the ability to provide our clients with unbiased, objective financial planning and investment strategies designed to help meet our clients specific needs.

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