True wealth isn't the size of your bank account but maximizing your resources - money, time and energy - to create your ideal lifestyle.
As a virtual, fee-only firm we can help navigate the intricacies of creating and managing wealth, financial independence and making optimal money decisions along the way.
Our businesses are typically our largest assets and need to be managed diligently. Retirement Plans, Tax Planning, Optimization, Strategy & Exits
Customized retirement income strategies, navigating Social Security & Medicare, Legacy Planning so you can focus on living your best life
Equity compensation recipients (NQSO, ISO, RSU, etc), capital gain heavy situations (real estate, crypto, investment portfolios) and much more
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
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