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)
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identifying a potential advisor for their review and consideration. The appearance of an
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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.