CAVU Wealth Advisors is an independent wealth advisory firm with an office in Walnut Creek, CA.
We help affluent people make smart financial decisions so they can achieve their long-term goals.
Our formula combines high quality investment advice with a comprehensive approach to managing wealth. We work with experts in a variety of fields 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 allows us to provide objective, high quality advice and minimizes conflicts of interest.