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:

The Cadent Capital 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


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.