True wealth is the by-product of maximizing your resources - money, time and energy - to create your ideal life: Lifestyle Independence.
As a virtual, fee-only firm we can help at whatever stage you're in. We specialize in crypto, entrepreneurs, retirees and anyone striving for Lifestyle & Financial independence.
Some of the areas we help clients make optimal decisions include:
Whether you're a crypto native or just starting out, we help with:
For those that prefer to outsource investing, we can:
Made a lot of money in crypto and want to incorporate it into your plan? Lost a lot of money in crypto and need help with taxes?
Running a business is hard, it helps to have someone watching your back. Unique challenges include Retirement Plans, Benefits & Tax Planning
Whether you are seeking Financial Independence at age 25, traditional retirement at 65 or anything in between.
We offer a free Initial Consultation to determine if we can help solve your particular challenges. If not, we can refer you to someone that can.
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 of an investment advisor does not imply any level of skill or training.
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