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    • Home
    • About
      • Damian Palfini, CFP®
      • Ted Palfini
      • Dorothy Palfini
      • FAQ
      • Investment Philosophy
    • What We Do
      • Investment Management
      • Holistic Planning
      • Tax Services
    • 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 Services
  • 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 work with mid to high income earners to navigate concentrated wealth and minimize taxes.

Integrated Wealth Management:

HOLISTIC PLANNING (Creating & ALLOCATING WEALTH) +

Investment Management (Growing Wealth) +

TAX SERVICES (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

Investment Management

TAX PLANNING & Prep

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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TAX PLANNING & Prep

Investment Management

TAX PLANNING & Prep

  • Income & Expense Shifting
  • Retirement & Income Deferral
  • Crypto Taxation
  • Optimization Strategies
  • Investment Taxation
  • Business Deductions
  • Tax Preparation & Filing

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Investment Management

Investment Management

Investment Management

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

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Who We Serve

Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

Being your own boss also comes with a unique set of challenges and risks.  Retirement & Benefit Planning, Tax Optimization, Strategy & Exits

Retirees & Pre-Retirees

Business Owners & Entrepreneurs

Business Owners & Entrepreneurs

Creating customized retirement or financial independence income strategies and crafting plans to extend the reach of your resources

Active Professionals

Business Owners & Entrepreneurs

Active Professionals

Optmizing employee benefits and savings, diversification & allocation strategies for equity compensation, crypto and side businesses

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, 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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