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David G. Sylvester, CFA®, CFP®, CKA®

Founding Principal
CAVU Wealth Advisors, LLC

Areas of Concentration

Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Wealth Transfer

Office Location

CAVU Wealth Advisors, LLC
1220 Oakland Blvd.
Suite 200
Walnut Creek, CA 94596

Office Location

Cavu Wealth Advisors
2100 Crescent Ave.
Suite 100
Charlotte, NC 28207

Description

CAVU Wealth Advisors is an independent wealth advisory firm with offices in Walnut Creek, CA and Charlotte, NC. We help clients make wise financial decisions so they can achieve their long-term goals. Our formula combines high quality investment advice, low cost investment funds, and a comprehensive approach to managing wealth. All clients have a formal financial plan that is coordinated with the client`s other professional advisors. This improves the potential for client success while minimizing their tax burden, protecting their family, and giving them the opportunity to effectively support their favorite charities. Our fee-only structure enables us to provide objective, high quality advice, and minimizes conflicts of interest.

Licensed in these states: CA, NC, VA

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Contact David