To successfully pursue your investment goals, Caviness Wealth Management, LLC 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.
We employ a wealth management process that is a customized approach to meet each client’s unique financial needs and objectives. By following this comprehensive four-step process, we determine the optimal approach to managing your investments.
DISCOVERY — Understanding your personal and financial life goals
EDUCATION — Discussing the risk and reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation
RECOMMENDATION — Choosing the optimal blend of investment methodologies employed to construct your investment portfolio
ACTIVE MANAGEMENT — A regular review of your investment portfolio’s performance