


Cadence Wealth Management
Financial Services • Westborough, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 1800 West Park Drive, Suite 330, Westborough, MA 01581, US |
| Phone number | +15088980400 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Wealth Management, Asset Management, Financial Planning, Investment Management, Financial Advisory Services |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Cadence Wealth Management
Thomas Shiffer
Owner/Partner
About Cadence Wealth Management
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.
Cadence Wealth Management revenue & valuation
| Annual revenue | $4,105,243 |
| Revenue per employee | $514,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cadence Wealth Management has 6 employees across 1 departments.
Departments
Number of employees
Funding Data
Cadence Wealth Management has never raised funding before.
Cadence Wealth Management Tech Stack
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Frequently asked questions
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