CADENCE WEALTH PARTNERS, LLC

Overview

Cadence Wealth Partners, LLC is a small, independent registered investment adviser that serves individuals and families plus a number of small-business clients. The firm combines financial planning and discretionary portfolio management with insurance brokerage capabilities, which suggests an emphasis on wealth planning that spans investments and insurance solutions. Cadence charges both asset-based fees and fixed fees, and it manages all reported assets on a discretionary basis. Investment activity centers on liquid public funds—mutual funds and public pooled vehicles—supplemented by allocations to third-party real estate managers and insurance products. The firm does not identify itself as an ESG-focused allocator and is not structured as a multi-state advisory platform or a capital allocator to proprietary alternative strategies. Given the mix of services and the presence of annuities in its lineup, Cadence appears to integrate investment management with insurance-based planning for clients who need both retirement-income and wealth-preservation solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices