Caviness Wealth Management, LLC is an independent firm that specializes in all aspects of customized, client-focused and individual wealth management strategies. It is our belief the pursuit of your financial success comes from having our undivided, personal attention. That is the reason we stick to what we know, comprehensive wealth management.
We are not crossover CPA’s, Attorney’s or Insurance Agents. As comprehensive wealth managers it is our job to coordinate and work as a team and strive to make your financial success a reality.
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.
Whether you are analyzing your individual finances, those of your family or your small business, we focus on providing the tools and dedicated insight necessary to help guide you in pursuing and sustaining the financial future you have set for yourself.
Our specialty is developing a comprehensive, cohesive financial plan and investment strategy that fits our client’s unique needs. By doing this, we keep our focus on your future.