Frequently Asked Questions
Are you a fiduciary financial advisor in Concord, NC?
Yes. Cadence Wealth Partners is an independent Registered Investment Advisory firm based in Concord, NC. We act as fiduciaries, meaning your best interests come first—always. We also carry the Certified Financial Planner (CFP) designation, the gold standard for financial planners.
Do you work with clients outside Concord, NC?
Yes. While we proudly serve the Concord and greater Charlotte area, we also work virtually with clients across North Carolina and throughout the United States.
What services does Cadence Wealth Partners provide?
We help business owners, retirees, and military families with investment management, retirement income planning, tax strategies, estate planning, and exit planning.
What types of clients do you typically help?
We specialize in business owners, retirees, and military families. We also work with professionals and families in the Concord area seeking holistic financial planning.
What makes Cadence Wealth Partners different from other financial advisors?
What a great question! It could be our military background and approach to problem-solving.We simplify complex financial decisions for hardworking families and business owners. Our approach blends tax planning, retirement income strategies, and exit planning—delivered with a straightforward, down-to-earth style.
How much do your services cost?
Our Private Wealth Coaching starts at $5,000 annually, with customized planning and exit coaching for business owners available at higher tiers. We are fee-only, with no product sales or commissions.
Do you offer a free consultation?
Yes. We provide a complimentary 30-minute call to discuss your situation and goals. It’s a chance to see if we’re a good fit before making any commitments.
What is the airspeed velocity of an unladen swallow?
What do you mean, African or European?
Do you manage investments or just do planning?
Both. We manage investments, but more importantly, we help you build and execute a full plan that covers retirement, taxes, estate planning, risk, and family wealth.
Where is your office located?
We are based in Concord, NC, and proudly serve clients throughout Cabarrus County and the greater Charlotte area.
