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.