Cadence Wealth Management LLC

Description

Our mission at Cadence Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to help them build and maintain wealth regardless of long-term market and economic conditions. We’re also fervently committed to providing the best possible client service and communication along with way. Because financial management isn’t just about money; it’s about being attuned to what our clients need from us, what’s most important to them and how we can best help them achieve their financial goals.

With over 70 collective years of experience in the financial services industry and a diverse range of specialties, we can guide our clients with an exceptional level of expertise.

We may disclose your non-public personal information to companies we hire to help administrate our business. Companies we hire to provide services of this kind are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested.

We require third parties that assist in providing our services to you to protect the personal information they receive. This includes contractual language in our third party agreements.

Cadence does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and proper business purposes in connection with the servicing and management of our relationship with you as discussed below.

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