Who We Serve

Cave Wealth Management’s growth comes primarily through introductions by our current clients.

We’re honored when you refer us to your family and friends. Our commitment to you is to treat your referrals with honesty, transparency, and the highest levels of professionalism.

Over the years, we’ve found that there is a specific client profile who benefits the most from an engagement with Cave Wealth Management. These clients:

  • Value and act upon the advice of professionals
  • Turn to us when they are at a crossroads: retirement, sale of a business, death, divorce, or inheritance
  • Believe there is more to life than money

The Cave Wealth Management Ideal Client…

  • Is a financial delegator.  They let us handle all of their “financial stuff”.
  • Is passionate about their goals and realizes that achieving them requires both money AND planning.
  • Appreciates and is willing to follow implement our advice.
  • Enjoys the simplicity, freedom and peace of mind that come from having all of their financial assets under the watchful eye of a trusted advisor.
  • Values the work we do and is comfortable with our way of doing business and the way we are compensated
  • Understands that the best way to build our Ideal Client community is by their willingness to introduce us to other people who share these common characteristics.
  • Realizes that the planning and service we provide is worth every dollar spent.
  • Has at least $100,000 in investible household assets to engage in their wealth building.
  • Focuses on what is really important to them and they want to hear the truth from us, no candy-coating.
  • Trusts our employees and core values of professional knowledge, integrity, personalized service and teamwork.