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Welcome to CAVOK Wealth Consulting, LLC...Where we reinvent our firm for every client.

At CAVOK Wealth Consulting, individual attention supports a relationship built on trust and performance. Your unique goals, needs and opportunities define how we approach your finances. You are not simply defined by your demographic, net worth, or tax bracket.

To ensure that we are able to provide the highest level of services for our clients we charge either an hourly or flat fee for financial planning services.  Fees for our investment management service include a percentage charge based on the size of investment portfolio, with a minimum of $2,000 per year.

Click here to learn more about Cavok Wealth Consulting, LLC.
CAVOK Wealth Consulting, LLC
t. 704.947.6126
f. 704.973.0121
e. jblakey@cavokwealth.com
19453 West Catawba Ave., Suite C
Cornelius, NC 28031
Investment Advisor Representative of and securities/financial planning offered through Waterstone Financial Group.

Member: FINRA/SIPC
CAVOK Wealth Consulting LLC is not affiliated with Waterstone Financial Group
Branch office - 2220 Sedwick Rd. Suite 202, Durham, NC 27713 Telephone (919) 544-0500
©2007 Cavok Wealth Consulting, LLC