We deliver holistic financial guidance that spans the entire spectrum of wealth—anchored in insight, driven by purpose, and built on enduring relationships.
As a fiduciary, we provide independent, objective advice—free from conflicts of interest and grounded in integrity.
Independence and fiduciary responsibility represent the highest ethical standard in our industry—but we go further. Acting in your best interest is just the beginning; we’re committed to stewarding your success with unwavering dedication and care.
The Causey Wealth Experience
Our Streamlined Process
1. Discovery Call
Confidential conversation with one of our Principals or Directors to understand your situation and explore how we can best support you.
2. Initial Meeting
Meet with your advisory team to discuss your goals and values—and walk through our approach to financial planning and client partnership.
3. Financial Plan
Develop a clear, personalized financial plan aligned with your goals, lifestyle, and legacy—built to support your near- and long-term goals.
4. Investment Policy
Institutional-quality investment strategy to protect and grow your assets in a way that is aligned with your best interests and long-term success.
5. Ongoing Advisory
Quarterly review meetings to discuss what’s going on in your life, review investment performance, and revisit your financial plan as life happens.
Ready for a more intentional approach to your financial future?
Call us at
(303) 672-9876
or email
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to request a discovery call with one of our Principals or Directors.
