Who we are

CAVU Wealth Advisors is an independent wealth advisory firm with an office in Walnut Creek, CA. 

We offer high quality investment advice and comprehensive financial planning.  We liaise 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 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

    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. 

  • Our interests align with yours

    Because we are fee-only and independent, our business model virtually eliminates conflicts of interest with our clients. We do not 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 adviser.”

  • 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.