A complete list of active advisors currently associated with Cavanaugh Wealth Management LLC
Warmer can help you find a great advisor at Cavanaugh Wealth Management LLC or one who fits your needs even better.
Cavanaugh Wealth Management LLC is an independent, state-registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates and businesses. The firm provides discretionary investment management as part of broader wealth management, as well as stand‑alone financial planning and retirement‑account advice. Portfolios are typically constructed using low‑cost mutual funds and ETFs but may include individual stocks, bonds, options contracts and structured products when appropriate; the firm generally takes a long‑term approach while trading short‑term as needed for rebalancing or client cash needs. Investment decisions are informed by fundamental, technical and cyclical analysis, and accounts are usually managed on a discretionary fiduciary basis. Noteworthy aspects include that the firm was formed in late 2025 and operates as a solo practice managing roughly $16.4 million, with the principal bringing experience from several large broker‑dealers and an institutional relationship with Charles Schwab for custody and platform services. The principal is also a licensed insurance professional who earns commissions from insurance sales (about 10% of their time), and the firm’s documented use of options and structured products alongside fee‑based advisory services and lower‑cost stand‑alone planning engagements is less typical for similarly sized independent advisors.
To learn more about the advisors currently working at Cavanaugh Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 11
|
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