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Who We Are

The aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them!

Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. 

We serve clients throughout the country, and we have two local offices, one in San Diego, CA and one in northern Idaho.

<b>Our Process</b>

Our Process

We create strategies that are tailored to your needs and goals.

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<strong>Services</strong>

Services

Years of experience have prepared us to guide you through life's transitions.

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<strong>Resources</strong>

Resources

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Schedule a Complimentary Consultation or ask us a Question!

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