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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

We are no longer providing direct Crypto Asset Management services due to changes at our custodian, Gemini. We will continue to provide tax planning, investment advice and other suport for cryptoassets.

Creating wealth is more than just saving, it's making your money work for you.

Traditional

Robo-Advisor

Robo-Advisor

Our standard custom asset management solution for creating individual portfolios based on your specific objectives, risk tolerance and time horizon.

Robo-Advisor

Robo-Advisor

Robo-Advisor

An entirely digital experience from account opening to automatic rebalancing, primarily used for young savers and investors just starting out. 

Bundled Financial Planning

Household Assets >$250k

Household Assets >$250k

Household Assets >$250k

Ongoing planning as challenges arise, may require additional fee at our discretion based on complexity.

Household Assets >$1m

Household Assets >$250k

Household Assets >$250k

Annual comprehensive financial plan, ongoing planning and support included.

Robo-Advisor

Household Assets >$250k

Robo-Advisor

Financial planning is charged separately for all Robo-Advisor accounts regardless of account size.

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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