Our Services

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—financial planning or investment management—individually. But many choose to use both, for seamless integration of their goals and investments.

Financial Planning

With Cadence, 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 and maximizing growth, for solid performance over the long-term. To that end, we bring together traditional asset allocation and actively managed technical strategies based on our proprietary research.