Cadence Wealth

About Our Firm

Who We Are

Cadence was founded in 2010 as a Registered Investment Advisory firm (RIA) on the premise that investors deserve truly independent financial planning advice, unbiased by conflicts of interest. As an RIA we take very seriously our fiduciary obligations to our clients, meaning that we have a fundamental duty to always and only provide investment advice that is in our clients’ best interests. With an average of more than 18 years of experience in the financial services industry per advisor and a diverse range of specialties, we can guide our clients with an exceptional level of expertise.

When you choose Cadence, you’ll have a trusted advisor who knows your circumstances, goals and priorities inside and out. You’ll also have the support of team members who will assist with the paperwork, details and follow-through. And whenever you have a question, concern or request, we’ll be there for you with prompt, personal service.

Our Mission

“To help clients navigate the complexity of the financial world and markets through a unique and contrarian approach to asset management and steadfast commitment to planning.”

Our Core Values

Integrity

Quality

Commitment

Relationships

Independent Thought

Our Team

When you choose Cadence Wealth Management, you’ll work with a collaborative, integrated team with a broad range of experience and expertise. Our seasoned, credentialed financial services professionals include advisors with an average of more than 18 years of experience in the industry.

Casey D. Clarke

CFP®, ChFC®, CRPC®, AWMA®

Casey has been in the financial services industry since 1998. He received a Bachelor of Science degree in Business Administration from Bryant University. He has also obtained his Certified Financial Planner™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor℠, and Accredited Wealth Management Advisor℠ designations from the College for Financial Planning® and The American College.

Outside of work, Casey enjoys staying active by cycling, mountain biking, hiking and fly fishing. He resides in Southborough with his wife and children.

Phone: 508.898.0400 ext. 100
Fax: 508.898.0408
Email: casey@cadencewm.com

Thomas G. Shiffer

CFP®, CFS®, CRPC®

Tom has over twenty years of experience in the financial services industry. He obtained his CFP®, CFS® and CRPC® from the College for Financial Planning® and The American College and is a graduate of The Pennsylvania State University, where he was a 4-year letter winner on the Track and Field team.

Outside of work, Tom enjoys cycling and staying active. In 2010 he participated in the Pan-Mass Challenge, raising money for children’s cancer research.

Phone: 508.898.0400 ext. 101
Fax: 508.898.0408
Email: tom@cadencewm.com

Steven J. DeBoth

CFP®, CRPC®

Steve has been in the financial services industry since 2001, after graduating from Marquette University with a double major in accounting and international business and a minor in Spanish. He also completed coursework in Madrid. Steve obtained his CFP® and CRPC® designations from the College for Financial Planning® and The American College.

When he’s not working, Steve enjoys travel, the New England outdoors and photography. He lives with his sons in Barrington, Rhode Island.

Phone: 508.898.0400 ext. 108
Fax: 508.898.0408
Email: steve@cadencewm.com

Michael Downey, Jr

Vice President of Financial Planning

Mike has been working in the financial services industry since 2006. Prior to that, he ran his own tax preparation business. Mike studied accounting and mathematics at Salem State College and the University of Lowell and is currently working towards his AWMA℠ designation from the College for Financial Planning®.

Mike enjoys Crossfit training and cycling and is an avid New England sports fan. He lives in Newton with his wife, daughter and son.

Phone: 508.898.0400 ext. 105
Fax: 508.898.0408
Email: mike@cadencewm.com

Grigoriy Grinshteyn

CRPC®

Greg has been in the financial services industry since 2005, after graduating summa cum laude from Clark University in 2004 with a Bachelor of Arts in Contemporary Russian Politics. Greg acquired his Chartered Retirement Planning Counselor℠ designation from The American College in 2007.

When Greg isn’t at work, he enjoys reading international suspense novels and spending time with his wife, two children and dog. Greg is also an avid sports fan, favoring New York teams.

Phone: 508.898.0400 ext. 103
Fax: 508.898.0408
Email: greg@cadencewm.com

Nicholas R Krasyzk

CFP®, CRPC®, ChFC®, ADPA®

A graduate of Fitchburg State University, Nick has served in a financial advisory capacity since 2006. He obtained the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning® in 2007, his Certified Financial Planner™ designation from The American College in 2011, Chartered Financial Consultant® designation from The American College in 2012, and Accredited Domestic Partnership AdvisorSM designation from the College for Financial Planning® in 2013.

Nick spends a great deal of time on fitness and is currently an active participant in the Amateur Athletic Union. He also enjoys soccer and other outdoor activities. Nick lives in Lancaster with his wife and children.

Phone: 508.898.0400 ext. 102
Fax: 508.898.0408
Email: nick@cadencewm.com

James Laite

CRPC®

Jim has been working with clients in the financial services industry since 2003. Previously, he was a small business owner for eleven years.

Jim is a member of the Lancaster 4H and enjoys scuba diving, boating and camping. He lives in Lancaster with his wife and children.

Phone: 508.898.0400 ext. 104
Fax: 508.898.0408
Email: jim@cadencewm.com

Aimee C. Osterhus

Vice President of Marketing

Aimee graduated summa cum laude from Southern New Hampshire University with a Bachelor of Science degree in Marketing and Finance.

She enjoys running, hiking, a wide range of creative pursuits and spending time with family and friends.  She resides in Upton with her husband, two daughters and husky mix.

Phone: 508.898.0400 ext. 107
Fax: 508.898.0408
Email: aimee@cadencewm.com

Our Community Involvement

Cadence proudly supports New England Development, a local organization dedicated to educating and empowering junior riders in the area to succeed at the sport of cycling and in life. We share their passion for promoting active, healthy lifestyles, while cultivating leadership, teamwork and community for all youth, regardless of their financial situation.

“New England Development is a junior development team striving to create a pipeline for emerging New England bicycle racing talent. Their mission is to help kids in the New England area get into the sport of bike racing, including road, mountain bike and cyclocross. The goal is not only to get them into the sport, but to continually help them as they grow to realize their dreams and full potential within the sport. Riders on NE Devo learn every aspect of the physical sport, training, nutrition and teamwork. They also learn to work with promoters to understand what goes into putting on a race, to appreciate the volunteers and to give back to the community.

Together everyone learns the meaning of “Team”, and as each junior grows they get the chance to help younger juniors, mentoring them as they themselves once were.”

Conor Nagle
Team Director – New England Devo
https://www.newenglanddevo.com

Careers

We build more than just sound financial plans and portfolio strategies. We build careers. And we’re growing fast: If you are a financial services professional who is entrepreneurial, passionate about your work and committed to providing your clients with exceptional service, we invite you to submit your resume to careers@cadencewm.com.

Cadence Wealth Management is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, or based on any individual’s status in any group or class protected by applicable federal, state or local law.

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