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  • Home
  • About
    • Who We Help
    • Our Team
    • FAQ
  • What We Do
    • Integrated Wealth Mgmt
    • - Investment Management
    • - Holistic Planning
    • - Tax Services
  • Insights
  • Events
  • Client Portal
    • Orion
    • TaxDome
  • Contact Us
    • Office Locations
    • Work With Us

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Optimizing your financial situation can be complicated, let us help.


We work with mid to high income earners with complex tax situations to ensure their resources are being allocated efficiently and with purpose.

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Are your investments in alignment?

Emotional decision making can destroy your investment returns, having a professional to turn to can make all the difference in the world.

What's My Risk Score?

Fee-only Fiduciaries

Fee-only means we don't accept commissions or get paid on products we recommend, fees are transparent and clearly stated. Fiduciaries are required to put your best interest first, period.

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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

Integrated Wealth Management:

HOLISTIC PLANNING (Creating & ALLOCATING WEALTH) +

Investment Management (Growing Wealth) +

TAX SERVICES (KEEPING WEALTH)

What We Do

Holistic Planning

TAX PLANNING & Prep

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

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TAX PLANNING & Prep

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

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

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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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