Helping Clients Pursue Their Financial Goals
Life is a series of steps. And with each milestone you pass comes the greater need for careful financial planning. Personal Wealth Management is the most personal form of financial services and our highly personalized approach is prudent and thoughtful. We work with you to integrate disciplined investment management with smart financial planning, to better prepare you and your loved ones for the key financial events in your lives. Investing and financial planning are important matters we treat seriously—with knowledge, experience, and discipline. When you work with Cadence Investment Services, you deal directly with highly credentialed investment professionals who adhere to the strictest principles of integrity and objectivity.
Contact us to take the first step.
Helpful Content
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.