Cademuir Wealth Management

Curtis Lindsay is a financial advisor at Cademuir Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Westpoint Wealth Management, AMFG Wealth Management, Cetera Advisor Networks, Ameritas Investment Corp, New England Securities, and Equitable Advisors. Outside of advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care products. Cademuir Wealth Management provides asset management and advisory services to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach tailored to clients’ objectives and risk tolerances, combining pension consulting and participant education with insurance brokerage services.

Chad Squires is a financial advisor at Cademuir Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at AML Right Source and MAI Capital Management. Cademuir Wealth Management provides asset management and advisory services primarily to retirement plans, pension and profit-sharing plans, trusts, and small businesses. The firm employs a fiduciary approach that incorporates fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary services, with a focus that includes pension consulting and participant education alongside insurance brokerage activities.