Cavu Wealth Advisors

Blue Trust, Inc., a wealth management firm located in Walnut Creek, CA, offers a range of financial services to individuals, families, and businesses, applying biblical wisdom and technical expertise to help clients make wise financial decisions. Their services include wealth management, investment management, estate planning, charitable giving strategies, and business consulting, with a focus on providing personalized solutions to meet clients' financial needs and goals.

Established in 2023 as an expansion of their Orange County office, the Walnut Creek location is led by managing director Mike Haddad and senior private wealth advisor David Sylvester, who collectively bring over 25 years of experience in the financial services industry. Committed to providing clarity, confidence, and a lasting legacy, Blue Trust aims to serve clients across the wealth spectrum with tailored financial solutions and expert guidance.

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