Welcome to Our Site
At Cavco Wealth Management, we focus on you and your goals to help us create an innovative and compelling relationship experience. Enriched by our comprehensive consultative process and advanced tax planning platform, we are able to work in collaboration with our trusted CPA's to bring you a new level of service and efficiency. We are dedicated to serving your best interests, and we know that your personality, experiences, hopes and dreams influence every important financial decision you make. Hearing what makes you tick is our first step in creating your personal wealth management plan tailored specifically to you.
After hearing your story, we combine an understanding of your personal goals and priorities with a disciplined and diversified investment plan. While we pay close attention to your tax concerns, help you set realistic retirement objectives, and provide an impartial cash-flow analysis, we'll also go far beyond the generic investment plans you may have seen in the past. You will see every move in our crystal clear performance reports. We provide these services through a fee-only structure that is clearly defined at the beginning of your relationship with us. Also, as a Non-Captive investment firm, you will have access to the full spectrum of leading products, companies and investment vehicles that the industry has to offer. This flexibility allows us to pursue a comprehensive personalized wealth management strategy that best balances your time, your money, and your life.