A complete list of active advisors currently associated with CAVU Wealth Management

Warmer can help you find a great advisor at CAVU Wealth Management or one who fits your needs even better.

CAVU Wealth Management is an independent SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporations. The firm provides discretionary portfolio management, financial planning, retirement plan advisory services, and participant account (held‑away) management for client accounts. The firm combines asset‑allocation, fundamental and technical analysis with a range of investment vehicles including equities, fixed income, mutual funds, ETFs and derivative strategies; its stated toolkit includes covered‑call writing, option spreads, short sales and margin where appropriate. Accounts are managed on a discretionary basis after a detailed suitability intake and are reviewed periodically, with the firm using operational tools such as an order management system to implement tax‑efficient asset location and opportunistic rebalancing. Compared with peers of similar team size, CAVU operates an uncommon multi‑office platform (five offices) while overseeing approximately $209 million in AUM with seven advisors. It is also noteworthy for explicitly employing options and other derivatives within separately managed accounts and for combining fiduciary retirement‑plan advisory services and held‑away participant management with affiliated insurance and registered‑representative activity, all of which are disclosed as potential conflicts in its Form ADV.

To learn more about the advisors currently working at CAVU Wealth Management, 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.