Chuck Cavanaugh

Chuck Cavanaugh

Head of Wealth Planning, Citi U.S. Wealth Management

Chuck Cavanaugh is a wealth management expert with extensive experience helping clients best meet their retirement and estate planning goals. Chuck is currently the Head of Wealth Planning forCiti U.S. Wealth Management, where he is responsible for leading the wealth planning and insurance specialist teams. These two teams work with clients to develop and implement wealth plans, including estate planning and gifting strategies, wealth preservation, multi-generational planning, charitable giving, special needs trusts, business succession, retirement income, cash flow analysis, education savings and life insurance planning.

Prior to joining Citi U.S. Wealth Management, Chuck held management positions in national sales, strategic marketing, product development, national accounts and operations at UBS, Morgan Stanley, Lincoln Financial, Merrill Lynch and Hartford Life.

Website: https://citigold.citi.com/ | LinkedIn: www.linkedin.com/in/charlesjcavanaugh/

 

Strategies to Deal with Potential Capital Gains Tax Increases
A bar chart shows increases.
tax planning

Strategies to Deal with Potential Capital Gains Tax Increases

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.
August 15, 2021
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Sunset over a lake
estate planning

Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner tha…
October 14, 2020
3 Ways to Maximize Your Charitable Giving This Year and Beyond
retirement

3 Ways to Maximize Your Charitable Giving This Year and Beyond

From private foundations to donor advised funds and charitable remainder trusts, there are several options to do good and help yourself with a possibl…
December 16, 2019