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

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

Cadence Wealth Partners provides advisory services primarily to individuals, high‑net‑worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting products such as a Business Insights report and a multi‑month Value Acceleration program. Like many peers, the firm charges asset‑based fees for ongoing portfolio management and constructs an Investment Policy Statement for each client. The firm employs a range of analytical methods (including fundamental, quantitative, technical, charting, and modern portfolio theory) and generally pursues a long‑term trading approach, using model allocations tailored to client risk tolerance and goals. It also implements management of held‑away retirement and other custodial accounts through a third‑party platform to support tax‑efficient asset location and opportunistic rebalancing without taking custody. Noteworthy distinctions include a recently disclosed change to its insurance activities: supervised persons are no longer licensed insurance agents and no longer receive insurance commissions, while the firm now receives a fixed $200 referral fee from an unaffiliated, licensed insurance agent for client introductions (a conflict the firm discloses). The firm also reports that an investment adviser representative is establishing a separate, unaffiliated advisory firm; Cadence has policies restricting solicitation of its clients and prohibits transferring client advisory agreements without client consent to address the related conflicts.

To learn more about the advisors currently working at Cadence Wealth Partners, 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.