Who we are



CAVU Wealth Advisors is an independent wealth advisory firm with offices in Walnut Creek, CA and Charlotte, NC. 


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.

what makes us different

  • Our comprehensive approach

    We care about all of your financial matters, not just your investments. We'll work with your other advisors to produce a clear, easy to understand Strategic Financial Plan. So, whether you're planning for retirement, funding a college education, or working to leave a legacy for future generations, we can help you move toward your picture of financial contentment. 

  • our fiduciary duty

    Unlike traditional financial advisors who typically sell products, CAVU Wealth Advisors acts as a fiduciary for our clients. We provide unbiased, high quality financial advice. No sales pitches and no product driven advice. Client interests first. Always. Sounds simple? We agree. And we wonder why anyone would want advice from someone who isn't a fiduciary. 

  • Our interests align with yours

    Because we are fee-only and independent, our business model virtually eliminates conflicts of interest with our clients. We don’t work for a commission; we work for our clients, helping them achieve long-term financial success. 

  • We're experts

    Our clients receive attention and advice from the owners of the firm who have earned the highest level of achievement for financial planners: The CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA) and/or Certified Public Accountant (CPA) designations.

  • total fee transparency

    Our management costs are transparent and competitive, and our portfolio costs are significantly lower than what most people would pay on their own or through a traditional “financial advisor.”

  • we're tax savvy

    Minimizing client taxes is a big part of our role. We design tax-efficient portfolios to help maximize after-tax returns. We’ve found that few traditional advisors focus on taxes when constructing investment portfolios.

our affiliations

  • The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner™ professionals are competent, well-educated, and held to the highest ethical standards by CFP Board.