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Wealth Management

Cavco Wealth Management has made a name for itself in our community based on the process we take clients through in helping them make wise financial and tax decisions. Our team of highly qualified advisors have spent decades understanding the marketplace and the IRS guidelines and how each of them can affect an individual in certain circumstances.

They use this knowledge efficiently and with precision to develop solutions to meet each customer's desired outcome. This process is simple and effective.

STEP 1: Establish / Review Your Personal Planning Goals - We use strategic investment planning as the cornerstone of wealth management to ensure that each of our clients receives specialized and innovative solutions based on their individual goals and objectives. This process starts with a private appointment and completion of our “Total Client Profile.” Once we gather this information and review your current investments, we create a personalized Investment Policy Statement, which outlines your customized asset allocation and diversification strategy.

STEP 2: Research and Recommend Investment Opportunities - You can find comfort in the fact that our fee-based advice is aligned with your interests, and that we work to proactively manage both your personal and business assets.

STEP 3: Coordinate Tax and Legal Advisors - A financial recommendation would be incomplete without careful consideration of tax and legal implications. With this in mind, we work closely with a team of professionals to review your estate planning and trust documents and re-title your assets as necessary to reduce or eliminate estate taxes and avoid probate. A customized asset preservation strategy is part of our wealth management planning.

STEP 4: Review Personal Risk Management - A careful review of your current policies, including umbrella coverage, long-term care, life and medical coverage can help to ensure that the unexpected does not put a halt on your future retirement plans.

STEP 5: Monitor Your Total Net Worth - We will monitor your assets and liabilities on a regular basis and provide you with the tools to make informed decisions to help you meet your goals and objectives.

Cavco Wealth Management is an independent advisory firm. This allows our team to focus on the needs of our clients. We do not answer to anybody besides our clients and this enables us to deliver unbiased advice and solutions that are customized to our client’s specific needs.

Enriched by our comprehensive consultative process and advanced tax planning platform, we can work in collaboration with our trusted CPA’s to bring you an unmatched 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.

Each advisor is focused on understanding your goals and objectives. We pride ourselves on taking the time and care in investigating solutions that will not only cover your current concerns but will cover the needs you did not know you had. That is the comprehensive approach we take. We provide peace of mind and assurance that your best interests are being managed.