Causey Wealth LLC ("Causey Wealth") is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") and is based in Greenwood Village, Colorado. Registration with the SEC does not imply a certain level of skill or training. Additional information about our firm, including our Form ADV Part 2A, is available on the SEC’s Investment Adviser Public Disclosure website, as well as in the footer of this webpage.

This website is intended for general informational purposes only and does not constitute a complete description of the services offered by Causey Wealth. Nothing presented here should be interpreted as personalized investment advice, a recommendation, or an offer to buy or sell any security. Strategies referenced may not be suitable for all clients and should be evaluated in light of each person’s specific goals and financial situation. Investment policies and financial planning strategies are highly customizable and may involve varying levels of complexity, cost, and risk, and are not guaranteed to achieve any particular outcome. Individuals should consult with a qualified financial professional before making decisions based on the information provided here.

Private market investments involve risk, do not have daily liquidity, and are not appropriate for all investors. Eligibility is generally limited to Accredited Investors (as defined under Regulation D of the Securities Act of 1933), Qualified Clients (as defined under the Investment Advisers Act of 1940), or Qualified Purchasers (as defined under the Investment Company Act of 1940). Specific eligibility requirements are established by the issuer of each private investment fund and may vary across offerings.

All investments involve risk, including the potential loss of principal. No investment strategy, including diversification or asset allocation, can guarantee returns or prevent losses in declining markets. Past performance does not guarantee future results. Investors should carefully consider their financial objectives and risk tolerance before making investment decisions.

Causey Wealth does not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney, accountant, or tax advisor on matters related to their specific circumstances. While we may collaborate with your other profefessional advisors as part of a broader planning process, any final tax or legal recommendation must come directly from those professionals.

Causey Wealth does not sell insurance products and does not receive commissions or compensation for the sale of third-party financial or insurance products. If insurance needs are identified through the financial planning process, we may refer clients to a licensed insurance professional, with no compensation received by our firm for doing so.

We do not publish or request client testimonials, endorsements, or third-party ratings. Any comments or reviews that appear about Causey Wealth on external platforms are independent and are not authorized or endorsed by the firm.

This website may include references or links to content provided by third parties. Such references are offered for informational convenience only. Causey Wealth does not guarantee the accuracy, completeness, or reliability of third-party information and is not responsible for the content or privacy practices of any external websites.

Email communications with Causey Wealth may be monitored and archived in accordance with regulatory requirements. Clients should not send trade instructions, fund transfers, or time-sensitive transaction requests via email, as we cannot act on such instructions through that medium. Please use our secure client portal or contact us by phone for urgent matters and avoid including confidential personal information in email messages.

Causey Wealth maintains a company page on LinkedIn. LinkedIn is an unaffiliated third-party platform, and we are not responsible for its terms of use, privacy policy, or how it handles user data. Any content shared by Causey Wealth on LinkedIn is intended for general information purposes only and should not be interpreted as personalized advice or endorsements of any product or service. Users are responsible for understanding and managing their privacy settings on that platform.