CAVU Wealth Management

Located at 10001 Maine Ave, Lakeside, CA 92040, CAVU Wealth Management is your trusted partner for comprehensive financial services. Since our inception, we have been dedicated to helping our clients achieve financial success by offering personalized guidance, innovative strategies, and unyielding commitment. Our team consists of experienced professionals who possess extensive knowledge in financial planning, investment advisory and asset management, retirement planning, estate planning, insurance services, and more. We are committed to delivering exceptional service and building long-lasting relationships with our clients, based on trust, integrity, and transparency.

Our Services

At CAVU Wealth Management, we provide a wide range of financial services tailored to meet your unique needs and goals. Our services include:

• Financial Planning - We offer comprehensive financial planning services that help you achieve your financial goals, whether it's buying a home, funding your children's education, or planning for retirement. Our financial planning services encompass budgeting, cash flow management, investment planning, tax planning, estate planning, and risk management.

• Investment Advisory and Asset Management Services - Our investment advisory and asset management services are designed to help you grow and protect your wealth. We use a disciplined investment approach that is based on rigorous research, thorough analysis, and prudent judgment. Our investment strategies are aligned with your financial goals, risk tolerance, and time horizon.

• What's Your Risk #? - Understanding your risk tolerance is crucial in developing an investment strategy that works for you. Our risk assessment tool helps you determine your risk number, which is a quantitative measure of your risk tolerance. By identifying your risk number, we can create a customized investment strategy that aligns with your risk tolerance and goals.

• Insurance Services - We offer a variety of insurance products that provide financial protection and peace of mind. Our insurance services include life, disability, long-term care, and health insurance. We work with top-rated insurance carriers to ensure that you receive the best coverage and rates.

• Company Retirement Plans - We specialize in designing, implementing, and managing company retirement plans that help you attract and retain talented employees. Our retirement plan solutions include 401(k), 403(b), SEP IRA, and SIMPLE IRA plans. We offer investment advisory services, participant education, and plan administration services.

• Estate Planning - We provide estate planning services that help you preserve your wealth and transfer it to your heirs in a tax-efficient manner. Our estate planning services include wills, trusts, powers of attorney, health care directives, and gifting strategies.

• Client Resources - We provide a range of resources to help you stay informed and educated about financial matters. Our resources include articles, videos, calculators, e-books, and a client portal that allows you to access your account information and documents securely.

At CAVU Wealth Management, we believe that every client is unique, and so are their financial needs and goals. That's why we offer personalized services that are tailored to meet your specific needs and goals. We invite you to discover and experience the power of our services. Contact us today to schedule a complimentary consultation and learn how we can help you achieve your financial goals.