CAVU Wealth Advisors

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CAVU Wealth Advisors

CAVU Wealth Advisors is an independent wealth advisory firm based in Walnut Creek, CA. 

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.

Advisors at this Office

CAVU Wealth Advisors

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This Office

2175 N California Blvd Ste 775 Walnut Creek, CA 94596-7396 Phone: (925) 388-0372

Primary Office

2175 N California Blvd Ste 775 Walnut Creek, CA 94596-7396 Phone: (925) 388-0372