We exist to protect, grow,
and steward the wealth
you've spent a lifetime building.
Independent
Fiduciary Advisor
Long-Term
Investment Horizon
Boutique
Client Relationships
Washington, DC
Headquarters
Comprehensive Guidance for Every Stage of Wealth
From investment management to financial planning, we provide the full spectrum of wealth advisory services delivered with the discipline and discretion your family deserves.
Investment Management
Disciplined portfolio construction aligned with your risk tolerance, time horizon, and long-term financial objectives.
Tax Strategies
Comprehensive tax planning and strategies, including Required Minimum Distributions (RMDs), Roth IRA conversions. All aligned with your portfolios and financial objectives.
Financial Planning
Strategic planning for financial independence, retirement forecasting, tax strategies, sustainable income, and confidence throughout retirement.
Generational Wealth
Diligent planning for protecting your heirs and transferring wealth. Establishing generational legacy for family and loved ones.
Wealth Management is Trust Built over Generations
Cabildo Capital is an independent, fee-only fiduciary wealth management firm serving individuals, families, and business owners.
Our boutique model combines institutional investment sophistication with personalized, relationship-driven advice tailored exclusively to each client’s best interests.
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Thoughtful Stewardship That Endures
Every client engagement begins with listening.
We take the time to understand your complete financial picture before offering any guidance.
Our four-step process reflects more than twenty-six years of experience and an unwavering commitment to your goals.
Initial Exploration
We start with a detailed conversation to understand your goals, concerns, finances, and long-term vision for the future.
Execution Strategy
We develop a personalized plan and investment strategy precisely tailored to your objectives, risk profile, and time horizon.
Portfolio Construction
We build a disciplined portfolio to preserve capital, generate returns, and endure changing market cycles effectively.
Ongoing Stewardship
We provide continuous monitoring, proactive communication, and regular reviews to ensure your plan evolves with your life.
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