Founded originally as Bluenote Legacy, our firm was rebranded to Cavalry Financial Services in 2020 to sharpen our focus and strengthen our market presence. Under the leadership of founder and lead financial advisor Tristen Cleve, we have built a reputation for delivering comprehensive financial solutions tailored to the unique needs of our clients across the Texas Hill Country.
Cavalry Financial Services offers planning and investment management services to families, landowners, and successful businesses across the Texas Hill Country, with our main office located in Austin, Texas.
We are dedicated to assisting clients with business planning, future preparation, and managing the important investment accounts that make up your financial life. By providing expert advice and convenient technology, we help simplify your responsibilities and modernize your experience. Our commitment is to help you set, manage, and maintain your financial goals, whatever they may be, through personalized strategies that adapt to your changing needs and market conditions.
Assisting clients with business and personal planning for their futures and managing the important investment accounts that make up your financial life. Providing expert advice and convenient technology to help simplify your responsibilities and modernize your experience, we help you set, manage, and maintain your financial goals whatever they may be.
Cavalry Financial Services offers planning and investment management services to families, landowners, and successful businesses across the Texas Hill Country, with our office located in Austin, Texas.
Providing expert advice and convenient technology to help simplify your responsibilities and modernize your experience, we help you set, manage, and maintain your financial goals whatever they may be.
We are dedicated to assisting clients with business planning, future preparation, and managing the important investment accounts that make up your financial life. By providing expert advice and convenient technology, we help simplify your responsibilities and modernize your experience. Our commitment is to help you set, manage, and maintain your financial goals, whatever they may be, through personalized strategies that adapt to your changing needs and market conditions.
Well-positioned to help our clients accomplish a broad array of personal and business planning needs, the Cavalry provides guidance from expert advisors, as well as access to high-caliber asset managers and world-class insurers, delivering the comprehensive resources necessary to plan and prosper in today’s uncertain economy
Whether you are seeking help managing your retirement, preparing an estate plan, or considering a new business solution, the Cavalry can help you identify your options and achieve greater success.
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