Cadence Wealth Management is a highly-experienced investment advisory and wealth management firm located in Seattle, Washington. We are focused on exceeding our clients expectations as it relates to their investment, tax, insurance, retirement, and estate planning goals and objectives.
As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.
We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.
We start and end with your dreams. Once we know what you want out of life - for yourself and your family - we evaluate where you are relative to your goals. We can then recommend strategies to get you where you want to be. But we don't stop there. We help you implement the recommendations. And, we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to achieve your goals. Your goals remain the centerpiece of our recommendations and strategies.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment