Registration & scope
Cadence Wealth Partners is a registered investment adviser located in Concord, NC. We may only transact business in states where we're registered, or where we qualify for an exemption or exclusion from registration requirements.
This website is limited to disseminating general information about our advisory services, along with access to additional investment-related information, publications, and links. Nothing published here should be read as a solicitation to effect, or attempt to effect, transactions in securities, or as personalized investment advice delivered over the internet. Any direct communication with a prospective client is handled by a representative who is registered, or exempt from registration, in that person's state of residence.
For our current registration status, contact the state securities regulators for the states where we maintain a registration filing. A copy of our written disclosure statement — covering our business operations, services, and fees — is available at the SEC's investment adviser public information website, www.adviserinfo.sec.gov, or by written request to us directly.
Third-party information
We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party — whether it's linked from our site or incorporated into it — and we take no responsibility for it. Anything of this kind is provided for convenience only, and you should use your own judgment accordingly.
General guidance, not advice
Everything on this website is provided for guidance and general information purposes only. Investments involve risk, and unless we've stated otherwise, nothing here is guaranteed.
Talk with a qualified financial adviser and/or tax professional before acting on anything you read here — this site isn't intended to provide investment, tax, or legal advice.
Questions about this page?
If anything here is unclear, or you'd like a copy of our current disclosure statement, reach out any time.
