Cadence Wealth Management, Llc
At Cadence our goal is to help you achieve solid financial performance over the long term, in spite of what the markets or the economy might do in the short term. Our approach is hands-on and proactive, with an unwavering focus on your individual goals, risk tolerance and best interests. Your best interests are our first priority. At Cadence, we believe that an effective long-term strategy for building wealth starts with understanding what’s most important to you. Whether it’s retiring when and how you’d prefer, paying for your children or grandchildren’s education, securing your family’s financial future or anything else that requires thoughtful and disciplined financial planning. We can help you reach your goals with comprehensive financial planning and dynamic investment management. You can count on personal, hands-on client service and communication every step of the way. Because financial management isn’t just about money; it’s about being attuned to what you need from us and how we can best help you achieve your financial goals.
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Verified contacts
12
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
83
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- EE
Erik Engh
Principal · Finance & Accounting
EmailPhone - AO
Aimee Osterhus
Vice President of Marketing · Advertising & Marketing
EmailPhone - MD
Michael Downey
Vice President Financial Planning Dept · Finance & Accounting
EmailPhone - NK
Nicholas Kraszyk
Senior Financial Advisor · Finance & Accounting
EmailPhone - JL
James Laite
Financial Advisor · Finance & Accounting
EmailPhone - CD
Casey D. Clarke
Managing Principal · General Business & Management
EmailPhone - MG
Marcia Garcia
-- · Other
EmailPhone - TS
Thomas Shiffer
Owner Partner · General Business & Management
EmailPhone
Showing 8 of 12 verified contacts
Top roles at Cadence Wealth Management, Llc
9 distinct titles indexed · top 9 shown.
- 3financial advisor
- 2principal
- 1--
- 1associate financial advisor
- 1managing principal
- 1owner partner
- 1senior financial advisor
- 1vice president financial planning dept
- 1vice president of marketing
Sign up to unlock all 12 contacts at Cadence Wealth Management, Llc
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