Our Services

Our Approach

Cadence Wealth Management provides two core services to its clients: comprehensive financial planning and dynamic investment management. Unlike many firms, which specialize in one area or the other, we offer both, for a more comprehensive approach to helping you reach your goals—from saving for retirement, to paying for your children’s education, to planning your legacy and more.

Clients are free to engage us for either of our services individually – financial planning or investment management – but many choose both for seamless integration of their goals and investments.

Financial Planning

Planning for your financial future is an ongoing process, not a one-time event. Our advisors will help you stay focused on what’s most important to you, align your short-term decisions with your long-term goals and make adjustments as your plans and the economic climate change.

Investment Management

We manage your investments with the goal of minimizing risk of loss while maximizing long-term growth potential by utilizing traditional asset allocation and actively-managed strategies based on our proprietary wealth management process.