Home Template - Caviness Wealth Management

Independent Wealth Management for High Achieving Professionals Seeking Financial Independence

Achieve Financial Freedom with a Tailor-Made Plan

Make a change.

Do something different.

Improve your life.

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?

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 same day for questions or advice whenever you need us! And because we are Fiduciaries, we will always act in your best interest. We avoid or disclose conflicts of interest. We do not sell proprietary products. And we are completely transparent in our fees. No surprise or hidden charges! But most of all, we love making a positive difference in our clients’ lives by helping them account for all parts of their financial plan, including:

Financial Planning

Investment Management

Business Services

Risk Management

Retirement & Legacy Planning

Saving For Education

Tax Planning

Are you a busy professional who struggles to:

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 PROFESSIONALS ROADPMAP TO FINANCIAL FREEDOM

Take a bird’s-eye view of your financial situation and uncover where you’re current plan may be lacking.

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 Plan to Financial Freedom and Independence?

By providing tailored financial planning guidance and customized investment strategies that are designed for your unique circumstances and needs, we help you develop a roadmap to financial-life independence. And it all starts with an introductory phone call.

No sales pitch. No pressure. No obligation.