Interested in Becoming a Client?
To give you an idea of what working with us would be like, we provide free Financial Optimization Assessments for potential clients.
If you'd like to discuss your situation, please complete the Interest Form below so we can learn more about you and schedule time to talk.
Why Do I have to fill out a form?
We don't want to waste your time so we find this helps to confirm you are ready to engage our services and helps us prepare any resources specific to you and your situation prior to meeting.
Interested in Getting Started?
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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