CAVU Wealth Advisors
CAVU Wealth Advisors is an independent wealth advisory firm with offices in Walnut Creek, CA and Charlotte, NC.
We help clients make smart financial decisions so they can achieve their long-term goals. And while it is nice to be rich, we know it's even better to live richly. Our advice incorporates that larger perspective.
Our formula combines low-cost, high quality investment advice with a comprehensive approach to managing wealth. We work with experts in a variety of areas to ensure our clients maximize their potential for success while minimizing their tax burden, protecting their family, and giving them the opportunity to support their favorite charitable organizations effectively.
Our fee-only structure enables us to provide objective, high quality advice, and minimizes conflicts of interest.