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.
Our businesses are typically our largest assets and need to be managed carefully. Retirement Plans, Tax Planning, Optimization, Strategy & Exits
Retirement Income Strategies whether you are seeking Financial Independence at age 30, traditional retirement at 65, or something in between.
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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