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    • Home
    • About
      • Damian Palfini, CFP®
      • FAQ
      • Investment Philosophy
    • What We Do
      • Financial Planning
      • Crypto & Digital Assets
      • Investment Management
    • Blog
    • Contact Us

  • Home
  • About
  • What We Do
  • Blog
  • Contact Us

Financial Planning for the Next Generation of Wealth

Damian Palfini, CFP® is the lead Wealth Planner at Cavalot Capital

True Wealth is the convergence of maximizing your resources - money, time and energy - to create your ideal life.


We are a virtual, fee-only firm that specializes in helping clients navigate the intricacies of equity comp, crypto and advanced tax planning to achieve financial independence.

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
Certificate in Blockchain and Digital Assets from FPDAC logo

What We Do

Financial Planning

Crypto & Digital Assets

Crypto & Digital Assets

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

Some of the areas we help clients make optimal decisions include:

  • Financial Independence
  • Equity Compensation Planning
  • Advanced Tax Planning
  • Investment Planning
  • Cryptoasset Planning
  • Cash Flow Management

Learn More

Crypto & Digital Assets

Crypto & Digital Assets

Crypto & Digital Assets

Computer motherboard signifying how crypto creates a digital network

Whether you're a crypto native or just starting out, we help with:

  • Crypto Tax Planning
  • Crypto Estate Planning
  • Self-custody Processes
  • Crypto Portfolio Analysis & Construction
  • Crypto Investment Management Services

Learn More

Investment Management

Crypto & Digital Assets

Investment Management

Chart showing stock market fluctuations and volatility

You work hard to earn and save, your money should too. We can:

  • Build custom portfolios for your goals & objectives
  • Create risk management strategies
  • Monitor & Rebalance investments so you can focus on the big stuff

Learn More

We offer a free Initial Consultation to anyone looking for a little guidance on their financial situation. Grab a spot on the calendar below to get started.

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of Colorado, California, Louisiana and in other jurisdictions where exempted.

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