Helping Berks County Families Retire with Confidence & Grace

Personalized retirement planning, investment management, and retirement counseling designed to help you enjoy life's next chapter.

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Who We Are

Why Work With Cavanna Stone?

At Cavanna Stone Retirement Wealth Management, we believe retirement planning should be personal. We take the time to understand your goals, concerns, and vision for the future before developing strategies tailored to your unique situation.

Led by Kevin M. Cavanna, MBA, CFP®, CERTIFIED RETIREMENT COUNSELOR®, our firm combines comprehensive financial planning with retirement-focused guidance designed to help individuals and families navigate both the financial and personal aspects of retirement. From retirement income planning and 401(k) transition assistance to personalized investment management, every recommendation is built around what matters most to you.

What Does a CFP® Do? What Is a Certified Retirement Counselor®?

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How We Help

Comprehensive Retirement Planning Services

Retirement involves more than investments. We help individuals and families throughout Berks County navigate retirement planning, 401(k) transitions, investment management, financial planning, estate planning, and small business retirement plan decisions with confidence.

Retirement Planning

Build a personalized roadmap for retirement that aligns your goals, income needs, lifestyle, and long-term vision.

401(k) Transition Assistance

Evaluate your options when transitioning retirement accounts after changing jobs, approaching retirement, or entering retirement.

Investment Management

Create and manage personalized investment strategies designed around your risk tolerance, retirement goals, and income needs.

Financial Planning

Coordinate the different pieces of your financial life into a clear strategy designed to support your future.

Estate Planning Strategies

Work alongside your legal and tax professionals to help keep your legacy goals and financial plan aligned.

Small Business Retirement Plans

Support business owners with retirement plan strategies designed for both their personal goals and their employees.

Insurance & Long-Term Care

Evaluate insurance and long-term care planning strategies designed to help protect your assets, income, and future healthcare needs.

Wealth Preservation & Retirement Income Planning

Develop strategies designed to help preserve your wealth while creating a reliable retirement income plan that supports your lifestyle throughout retirement.

Built on Honor. Focused on Your Future.

Meet Kevin

Kevin M. Cavanna, MBA, CFP®

Wealth Management Consultant
CERTIFIED RETIREMENT COUNSELOR®

Guided by the values of Honor, Courage, and Commitment developed during his service in the United States Navy, Kevin works closely with clients to help them navigate the financial and personal transitions that come with retirement while building confidence for the years ahead.

Meet Kevin

How It Works

The Cavanna Stone Process

Retirement planning is a dynamic process. We take the time to understand your goals, develop personalized recommendations, implement your strategy, and provide ongoing guidance as life and markets change.

01

Discovery

We begin with a conversation focused on your goals, concerns, retirement timeline, current financial situation, and what you hope to achieve.

02

Strategy Development

Kevin reviews your information and develops personalized recommendations designed around your retirement goals and income needs.

03

Implementation

If we decide we’re a good fit to work together, we put your strategy into action and coordinate the next steps.

04

Ongoing Partnership

We monitor progress, review changes in your life and the markets, answer questions, and adjust your strategy as needed.

Ready to Start the Next Chapter?

You've Worked Hard for Your Money. Now Let It Work for You.

Whether you're preparing for retirement, transitioning from your career, or already enjoying retirement, we're here to help you move forward with confidence through personalized planning, investment management, and retirement-focused guidance.

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