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Causey Wealth Team

We believe exceptional financial guidance begins with meaningful relationships. Backed by decades of experience, our team takes a hands-on, collaborative approach—delivering personalized support and clear insights to help clients navigate complex financial decisions with confidence and purpose.

Managing Principal
Managing Principal
Regional Director
Director of Investments
Director of Client Services
Financial Planning Manager
Senior Analyst

Want to learn more about who we are and how we work with clients?

Our team brings decades of experience and a deeply collaborative approach to helping individuals and families navigate complex financial decisions.

Call us at (303) 672-9876 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to request a discovery call.