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Caviness Wealth Management
Caviness Wealth Management provides personal financial guidance for every phase of life, including growing a career, raising a family, retirement, and legacy...
Overview
Caviness Wealth Management provides personal financial guidance for every phase of life, including growing a career, raising a family, retirement, and legacy planning. The firm delivers clear, custom financial guidance and comprehensive financial planning and investment management aligned with clients’ goals. It prioritizes relationships, trust, and long-term commitment over scaling, and has guided individuals, couples, and families in Dallas and beyond for more than 25 years.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Lubbock, TX, United States
Principals
David Caviness
CFP®, Founder
Blake Thomas
Executive Assistant and Client Experience Specialist
Sector focus
Frequently asked questions
Does Caviness invest outside of Texas?
While Caviness is headquartered in Lubbock and draws the majority of its client relationships from West Texas, the firm's investment remit extends across the Mountain West, Southern Plains, and select opportunities nationally. Real estate acquisitions and credit placements follow the expertise of its principals rather than strict geographic boundaries — though the firm is unlikely to pursue strategies where it lacks local operating knowledge.
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