To successfully pursue your investment goals, Caviness Wealth Management 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 believe in transparency in all that we do. Clients should understand how their funds are managed. To encourage this, we provide direct access to Portfolio Managers, customizable performance reporting and account information.
Our Investment Management Process
Our management process consists of a customized approach designed to pursue client’s unique financial needs and objectives. By following this comprehensive four-step process, we determine the optimal method to managing your investments.