How We Help

Financial Plannning

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.

Investment Management

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. Everything, including research is done in-house, we do not rely on any other firms .

Business Services

Whatever your financial goals in life may be; we are pleased to offer a wide variety of services that are specifically tailored to you and your needs. We provide retirement plan strategies for small businesses and the self-employed. We are happy to review your current plan, listen to your likes and dislikes and help you strategize and build a new plan.
planning retirement

Risk Management

Take the burden off your loved ones by investing in their financial protection. Whether you want assistance covering final expenses, building a legacy, or protecting your family or business; we are here to help you find a plan that makes fiscal sense.

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