Cavalier Wealth Management Inc.
Offers remote services
Offers remote services
Introduction: We have a group of accountants, analysts, advocates, and strategists who thrive on sharing their experience and knowledge to help you succeed in your finances. Our track record proves that clear communication and expert collaboration will boost your bottom line.
Whether you’re just starting out or looking to restructure, we’ve got you covered. Our mantra is: Analyze, Identify, Advise, Execute. Our mission is to create relationships, not transactions. Our promise is that we’ll be there, as questions or issues arise, every step of the way.
Featured Projects
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Reviews
Customers rated this pro highly for work quality, professionalism, and value.
Exceptional 5.0
6 reviews
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Read reviews that mention:
Keishiiah h.
Feb 13, 2023
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Hired on Thumbtack
Hired on Thumbtack
Very helpful and relatable I can’t wait to work with in the future!
Personal Financial Planning
Robyn H.
Feb 9, 2023
A wealth of knowledge and experience. If you are in need of a professional who operates with integrity, you’ve found it here!
Danelys J.
Feb 9, 2023
Latisha is amazing at what she does. Very knowledgeable and always willing to answer all my questions. That’s why I keep coming back every year.
Aqiyla M.
Feb 8, 2023
Latisha was amazing to work with. She is very patient, responsive and explains things perfectly. This is important to me because I like to ask A LOT of questions. I’m a new business owner and didn’t know much about my new role in filing taxing for my business. Latisha helped me while also providing me with financial advice and literacy to excel moving forward. I look forward to working with Latisha in the future and will be recommending my friends and family. Thank you Cavalier Wealth Management!!!
Nate F.
Feb 8, 2023
We’ve worked with Latisha now for about 3 years. She does all our bookkeeping as well as yearly personal and business tax returns. She’s great to work with and has helped us save a lot of money come tax season. Do not think twice about working with her and her team, they will take care of you. Highly recommend!
Credentials
License
License Type: Tax Preparer (NY)
License verified on 2/3/2023
License
License Type: Tax Preparer (MD)
License verified on 2/3/2023