A complete list of active advisors currently associated with Cade Wealth Management LLC

Warmer can help you find a great advisor at Cade Wealth Management LLC or one who fits your needs even better.

Cade Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and business entities, and qualified retirement plans. The firm provides discretionary asset management for individual accounts and offers ERISA plan services, including investment selection, monitoring, participant education, and the option to act as a 3(21) or 3(38) fiduciary for retirement plans. Investment programs are developed from documented client goals, time horizons and risk tolerance, with the adviser employing fundamental analysis and modern portfolio theory and implementing strategies under discretionary authority, including limited use of options and exchange-traded funds. Accounts are reviewed at least quarterly, clients receive custodian statements and transaction confirmations, and clients may impose written investment restrictions; the firm does not routinely vote proxies for managed securities. The firm is affiliated with an accounting practice whose principal is a licensed CPA who spends approximately 80% of his time in that accounting business and may offer accounting and tax services to clients for separate compensation, a relationship the adviser discloses and manages as a potential conflict of interest. Uncommon for a solo independent adviser of its size, the firm accepts corporate and pension/profit-sharing plan clients and provides pension consulting and plan-level fiduciary services, while operating with a small client base and a concentrated asset pool.

To learn more about the advisors currently working at Cade Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.