Tempe, AZ Office

Cadence Wealth Management advises individual and high‑net‑worth clients and offers ongoing investment supervisory services, financial planning, and qualified retirement plan consulting, including rollover guidance. The firm reports managing about $104.5 million for roughly 156 clients and also provides standalone planning work on a flat‑fee or hourly basis when investment supervision is not engaged.

The firm’s investment process combines modern portfolio theory, fundamental analysis, and tactical asset allocation, and may use individual securities, mutual funds, ETFs, and negatively correlated ETFs as part of portfolio construction. Accounts are managed primarily on a non‑discretionary basis—the brochure discloses approximately $104.5 million in non‑discretionary AUM and no discretionary AUM—so client pre‑approval is generally required for transactions, which can affect trade timing and execution.

Distinctive features relative to many peers include personnel affiliations with other registered advisers and that some representatives are also licensed insurance agents who may receive commission compensation when recommending insurance products. The brochure discloses potential conflicts tied to rollover recommendations and custodial relationships and describes disclosure and review procedures the firm uses to address those conflicts.