PROVEN RESULTS BASED ON OUR CORE PRINCIPLES

The Cadent Capital Four - Step Process

As part of our effort to ensure that we understand our clients unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four -step process:

Some firms focus on what you are worth. We focus on what you value. Contact us today to see how we can become your trusted partner.

We are active risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our advisors follow sophisticated and disciplined strategies to help build client wealth while carefully managing risks in all market environments. Our experience shows that better results may be achieved when key financial areas are integrated into the wealth management process.

We Focus On What Matters To You

Investment Management

Investment policy statements based on risk tolerance and goals
Strategic asset allocation including active and continuous portfolio monitoring
Investment consulting
Multigenerational family wealth education
Education planning, implementation, and monitoring

Risk Management

Asset protection strategies
Insurance needs analysis including life and long-term care

Financial Planning and Cash Flow Management

Comprehensive financial planning
Retirement planning and cash flow analysis
Integration of all assets including employer plans, stock options, restricted stocks, annuities, and alternative assets
Coordinate account withdrawals and money transfers
Process and monitor account distributions

Tax Planning

Active and on-going tax management and minimization
Cost basis tracking for all assets

Legacy and Estate Planning

Active and ongoing estate tax mitigation strategies
Review of estate and trust documents including cash flow analysis and flow chart
Coordination with estate attorneys to develop, implement, and monitor estate plan

Reporting

Comprehensive and transparent client reporting is at the heart of our service offering. Our reporting is tailor-made to meet each specific needs of each client.

News / Events

Thursday 18th2024

Cadent Firm Brochure - Form ADV Part 2A

Monday 2nd2021

Cadent Form ADV Part 3 - Client Relationship Summary

Monday 26th2021

Mixed Signals, Choppy Week

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