Cetera Wealth Partners is an independent firm comprised of highly trained professionals, working together to provide financial products and services to both the individual and business community. Cetera Wealth Partners is dedicated to servicing your needs to the fullest of our abilities and resources.
Cetera Wealth Partners is a multi-faceted financial services company offering a myriad of products and solutions to our clients. This is reflected in our in-depth line of products, services and the quality of advisor associated to our company. Michael Kavanaugh, a Wealth Management Advisor and Registered Principal, is the primary investment advisor located at this branch location.
Cetera Wealth Partners is a multi-faceted financial services company offering a myriad of products and solutions to our clients. This is reflected in our in-depth line of products, services and the quality of advisor associated to our company. Michael Kavanaugh, a Wealth Management Advisor and Registered Principal, is the primary investment advisor located at this branch location.
Services
Client Accounts
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Neither Cetera Wealth Partners nor Michael Kavanaugh offers tax or legal advice. Please consult with your tax and or legal professional regarding your individual circumstance. The security of your data is our top priority. That's why the system used for your data is with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week.
Living Trusts
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Chances are, you've already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy. Yet it's also important to receive solid estate planning guidance before making final decisions, and to carefully weigh the benefits and potential drawbacks.
Activity Managed Accounts
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An individually managed account is a professionally managed portfolio of securities owned directly by the client. Unlike mutual funds, assets are not commingled along with those of other investors. This distinction allows for the account holder to obtain individualized cost basis for tax planning purposes and the ability to customize the investment features of the account to better reflect the client's preferences.
Estate Planning
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But the years pass. You've built up an estate, and achieved success. Your focus starts shifting away from taking care of yourself, to ensuring your loved ones are cared for after you're gone. That's what estate planning is all about. Wills are the most basic of estate planning documents. First introduced in medieval England, wills are basic instructions to a court how a deceased person wanted to distribute money and property.
Financial Planning
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Your choice of the right financial professional is not a simple one. It could also be the most significant investment decision you will make in your lifetime. Here at, our main objective is to provide you financial security today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing.
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