Our Story

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.

Being a smaller firm allows us to be completely hands-on from the initial conversation to the daily managing your hard-earned money. As comprehensive wealth managers it is our job to coordinate and work collectively as a team and strive to make your financial success a reality. 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.

By gaining a deeper understanding of how you think and feel about investing, we can customize a sound financial strategy for what matters most to you. We are here, as your partners, to offer guidance and to fully support you in achieving your short and long-term financial goals.

Staff

David Caviness

David Caviness, CFP®

David Caviness is a Certified Financial Planner™ practitioner and founder of Caviness Wealth Management, LLC. He has over 19 years experience working alongside individuals and families as they financially navigate through the various stages of their lives.

David specializes in providing comprehensive financial planning and investment management uniquely aligned to meet his clients personal financial goals; all the while, building life-long partnerships with his clients.

In addition to Caviness Wealth Management, David has a passion for giving back to his community, serving as a trustee on his local school board. David is married to Jessica and they have 3 boys; Blake, Beau and Benjamin. In his free time, David enjoys spending time outdoors with his family, watching the boys play sports, and traveling. When time allows during the summer, you can usually find him on a lake with a fishing pole in hand.

Check the background of this investment professional on FINRA’s BrokerCheck.

Kathy Watson

Kathy Watson
Branch Operations Manager

Kathy joined Caviness Wealth Management in January 2016. With over 14 years experience in the financial services industry working for some of the largest firms on Wall Street, Kathy is a skilled veteran in the financial services world.

Having worked for high net worth clients as a private client specialist, Kathy has perfected the art of providing first-class, white-glove customer service. She enjoys assisting clients at Caviness Wealth Management with a pleasant attitude and works hard to meet their individual needs.

Kathy is an artist and enjoys painting, reading, and gardening. She is mom to John and Sophie and her 2 dogs, Hank and Princess.

Check the background of this investment professional on FINRA’s BrokerCheck.

What we believe

Caviness Wealth Management was created to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that is transparent, genuine and results-driven.

 

No matter what your financial end goals are; we will find a way to make those goals your financial reality. Our job is to help you define the steps it will take to achieve your goals. By cooperatively working on a realistic blueprint to your financial success; you can rest assured knowing there is a clear agreed upon path to pursuing your financial objectives. You are a part of the process from the smallest details to the major decisions.

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. We are with you every step of the way.