Cavalot Capital

Cavalot Capital is an Integrated Wealth Management firm focused on providing our cilents with a comprehensive framework to both identify and prioritize what they are hoping to achieve, and then efficiently allocating resources to make it a reality. As a virtual, fee-only firm we can help navigate the intricacies of creating and managing wealth, making optimal money decisions and minimizing taxes. We define wealth as having sufficient income and resources to live your ideal lifestyle and feel fulfilled, not as a specific number in your bank account or how you rank versus others. We pursue this through: - Carefully addressing your goals and creating a strong financial base (Holistic Planning) - Allocating capital according to specific timelines and allowing it to compound over time (Investing), and - Taking a Tax-centric approach to everything we do so you can keep as much as possible (Tax)
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

10266 Truckee Airport Rd Ste C Truckee, CA 96161 Phone: +1 (720) 238-0153

Primary Office

10266 Truckee Airport Rd Ste C Truckee, CA 96161 Phone: +1 (720) 238-0153