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
Check the background of this investment professional on FINRA BrokerCheck