WEALTH MANAGEMENT FOR HIGH ACHIEVERS
Make a Change
Do Something Different
Improve Your Life
Are you a busy professional who struggles to:
- Balance a demanding career and family life?
- Stay informed of evolving markets and portfolio changes?
- Plan for future needs like retirement?
- Stay on top of evolving tax laws and financial regulations?
Welcome to Caviness Wealth Management
Hi, I’m David Caviness, CERTIFIED FINANCIAL PLANNER™ in Dallas, TX. I founded Caviness Wealth Management with the sole focus to help busy professionals like myself work toward financial freedom, and to assist those who have achieved it, keep it and leave a legacy for their heirs and community. We are an independent wealth management firm that caters to a small and specific group of clients who are looking for a lifelong financial partner to guide them in all aspects of their financial lives.
As an entrepreneur and small business owner myself, I get it. I understand what it feels like to juggle the demands of your career, family, and personal life. Finding a work/life balance is tough. On top of that, managing the complexities of planning your financial life can be overwhelming. I can help take the burden off your shoulders. We will work together to create a financial plan customized to your goals and values. I’ll do the heavy lifting and help you simplify the management of your financial life
Why Caviness Wealth Management?
Retirement & Legacy Planning
We have only one focus: our clients. So, we treat each client like they are our only client. And we can do that because we are committed to spending time with you. In fact, we are often available the same day for questions or advice whenever you need us! And because we are fiduciaries, we will always act in your best interest.
But most of all, we love making a positive difference in our clients’ lives by helping them account for all aspects of their financial lives.
We Get It—Wealth Management Can Be Hard.
Our Financial Services Do the Heavy-Lifting for You.
We help high-achieving professionals through all stages of life, whether you’re seeking financial freedom or have already achieved it and want to make it last.
THE BUSY PROFESSIONAL'S ROADMAP TO FINANCIAL FREEDOM
Take a bird’s-eye view of your financial situation and uncover where you’re current plan may be lacking. This FREE DOWNLOAD is more than just learning how to achieve a financial milestone; it’s discovering the commitment needed to live your life by design, ensuring that your hard work pays off in ways that truly matter to you and your loved ones. Take the first step toward achieving financial independence. Complete your details below to get instant access.
Get Your Complimentary Guide Now!
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What To Expect
Step 1: Discovery Meeting
Our initial conversation is all about getting to know each other. This is your opportunity to ask questions and for us to understand where you are today and what your goals are for the future. Afterward, we provide an analysis of your current situation and outline the next steps.
Step 2: Planning Phase
Over the next 2-3 meetings, we dive deep into your financial life, exploring why money is important to you, and aligning your goals and values. Together, we craft a personalized financial plan designed to achieve your objectives.
Step 3: Implementation & Monitoring
By the 3rd or 4th meeting, we have a plan in place and, if you choose, begin the implementation. Ongoing monitoring of your plan is scheduled at intervals that suit your needs—whether quarterly, semi-annually, or annually.
Ready to Get Your Tailor-Plan to Financial Freedom and Independence?
- Ask all of your questions
- Learn how we can specifically help you
- Decide if we’re a good fit
No sales pitch. No pressure. No obligation.
Got a question or comment?
Caviness Wealth Management is located in Dallas, TX but we are easily accessible via Zoom, Facetime, and texting, along with e-mail and phone to communicate with our clients. We also maintain flexible appointment calendars to easily accommodate.
Contact us today to turn your financial goals into your financial reality.
Keep in Touch
- 15660 Dallas Pkwy #1425, Dallas, TX 75248
- 972.499.8273
© 2024 | Caviness Wealth Management
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Caviness Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
