Our Service

We are an independent, fiduciary wealth management firm that provides fee-based advice and high net-worth planning and wealth management.

What We Offer

Our total wealth management service.

 

  • Retirement Planning

    When can I take Social Security? How soon can I retire? What will my expenses look like in retirement?

    Cash Flow Planning

    What accounts will my money come from, and when? 

    Tax Planning

    How do we make good decisions about our money in a tax-smart way?

    Estate & Charitable Planning

    How do I make sure the money I leave behind goes to whom I want and how I want them to receive it?

    How do I give to causes you care about now? And how can I ensure these causes are still funded in the most efficient way possible after I pass?

    Education Planning

    I want to help my grandkids with their college expenses; what are the best options to ensure they are covered?

    Insurance Planning

    Do I have enough life insurance? Is the insurance I’m paying for still relevant? Should I be paying this much in my premiums? 

    Large Purchase Planning & Strategies

    I’m ready to buy a new home. Can I comfortably buy that property outright and still meet my financial goals? 

    Lending Support

    At Caudle Meares, we have exclusive access to groups of specialized lenders that are not available to everyone. As a client, you can take advantage of these first-class lending options. 

  • Goal Alignment

    We will review your current portfolio to ensure you’re investing wisely and able to meet your financial goals and objectives. 

    Fund & Manager Selection

    We help you select the best outside manager for your mutual funds or alternative investment. 

    Tax-Smart Management

    We recommend the best strategies to maximize your tax efficiency. 

    Environmental & Socially Responsible Investing

    We help you align your investments with your values by ensuring you have access to the market while excluding investments that operate in areas you don’t want to be involved in. If it’s important to you, it’s important to us.

    Account Consolidation & Simplification

    Perhaps you have a vast collection of investment and bank accounts; this can be overwhelming! We help you consolidate and simplify your accounts to make them more reasonable for you to manage and monitor. 

    Private Investment Access

    As a client, you may be eligible to access real estate funds, private equity, and hedge funds.

    Transparent Performance Support

    In alignment with the close relationships, we build with our clients, we believe in transparency. You will always know how you’re doing and performing relative to the markets. 

    Asset Allocation & Effective Diversification

    We will analyze and adjust the mix of assets in your portfolio relative to the market to ensure you’re getting your best return on investment. 

 

We exceed your expectations through an elite level of service and professionalism.

We can work with your existing team or make introductions to trusted professionals in our network

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Professional Coordination

We work hand-in-hand with your estate attorneys, tax professionals, insurance brokers, lenders, and HR managers.

  • You can trust that every aspect of your wealth planning is seamlessly coordinated. For example, let’s say you spoke with our team, and we helped you make a substantial donation to your favorite charity; because that has tax implications, we will notify your CPA to ensure that donation is not overlooked in filing your taxes. Again, this speaks to the elite level of service we provide.