Risk Management

Planning for the worst isn’t always ideal; we help make the process easier for you. We pride ourselves in networking with the most reliable providers in the field to bring you insurance and protection that is designed to help you when you and your family need it most.

At Caviness Wealth Management, we believe that the right coverage is important to reducing the risks that often derail a family’s financial situation. By handling your insurance needs in-house, we provide a turn-key solution that begins with providing education so that you understand what type of coverage is best for your situation, while working alongside you to make sure the entire process is as smooth and seamless as possible.

Caviness Wealth Management specializes in the following types of individual insurance:

  • Life insurance
  • Disability insurance
  • Long-term care insurance