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

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

Cadence Wealth Management is an SEC‑registered advisory firm that provides discretionary and non‑discretionary investment management, financial planning and consulting to individuals, high‑net‑worth clients, families and trusts. The firm advises on retirement rollovers, may recommend unaffiliated independent managers, and as of December 31, 2025 managed about $448 million for roughly 696 clients with a six‑advisor team. The firm combines a long‑term, core asset‑allocation approach with tactically managed, technically driven strategies, employing proprietary rule‑based models to capture shorter‑term market trends while seeking a below‑market risk posture. Portfolios may include ETFs, mutual funds, individual stocks and bonds, option contracts, and the firm may at times use margin or options strategies and consider digital asset allocations where appropriate. Distinctive aspects include that multiple advisory personnel also maintain broker‑dealer registrations and insurance licenses and the firm discloses an institutional relationship with Charles Schwab that provides technology and other economic benefits — arrangements the firm identifies as potential conflicts of interest. Cadence typically requires a $250,000 relationship minimum and offers both percentage‑of‑AUM management and fixed‑fee financial planning engagements that can be negotiated based on complexity.

To learn more about the advisors currently working at Cadence 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.