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    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Holistic Planning
      • Tax Planning
    • Blog
    • Contact
    • Client Portal
    • Schedule a Call
  • Home
  • About
    • Damian Palfini, CFP®
    • Ted Palfini
    • Dorothy Palfini
    • FAQ
    • Investment Philosophy
  • What We Do
    • Investment Management
    • Holistic Planning
    • Tax Planning
  • Blog
  • Contact
  • Client Portal
  • Schedule a Call

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.

Integrated Wealth Management:

HOLISTIC PLANNING (Creating & ALLOCATING WEALTH) +

Investment Management (Growing Wealth) +

TAX PLANNING (KEEPING WEALTH)

The CFP® designation logo courtesy of the CFP Board
The Registered Life Planner® logo, courtesy of the Kinder Institute
Certified Digital Asset Advisor logo for financial advisors to understand crypto

What We Do

Holistic Planning

ADVANCED TAX PLANNING

ADVANCED TAX PLANNING

Main road signifying your objective with lots of side roads and exits

  • Retirement Planning
  • Financial Independence
  • Investments & Crypto Planning
  • Cash Flow Management
  • Real Estate
  • Equity Comp Planning

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ADVANCED TAX PLANNING

ADVANCED TAX PLANNING

ADVANCED TAX PLANNING

  • Income & Expense Shifting
  • Retirement Plans
  • Entity Selection Analysis
  • Optimization Strategies
  • Investment Taxation
  • Business Deductions
  • Crypto Taxation

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Investment Management

ADVANCED TAX PLANNING

Investment Management

Chart showing stock market fluctuations and volatility

  • Portfolios customized to your objectives & timeline
  • Investment assessments
  • Risk Management Strategies
  • Ongoing Monitoring & Rebalancing

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Who We Serve

Business Owners

Equity Comp Recipients

Business Owners

Our businesses are typically our largest assets and need to be managed carefully. Retirement Plans, Tax Planning, Optimization, Strategy & Exits

"Retirees"

Equity Comp Recipients

Business Owners

Retirement Income Strategies whether you are seeking Financial Independence at age 30, traditional retirement at 65, or something in between.

Equity Comp Recipients

Equity Comp Recipients

Equity Comp Recipients

ISO, NQSO, RS/U, ESPP, ESOP - the Equity Compensation alphabet soup. Each has their own complexities around goal, tax and investment planning.

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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