The Cadent Capital Four - Step Process

As part of our effort to ensure that we understand our clients unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four -step process:

Some firms focus on what you are worth. We focus on what you value. Contact us today to see how we can become your trusted partner.

  • Investment Management

    Investment policy statements based on risk tolerance
    and goals
    Strategic asset allocation including active and
    continuous portfolio monitoring
    Investment consulting Multigenerational family wealth education Education planning, implementation, and monitoring

  • Financial Planning and Cash Flow Management

    Comprehensive financial planning Retirement planning and cash flow analysis Integration of all assets including employer plans, stock options, restricted stocks, annuities, and alternative assets Coordinate account withdrawals and money transfers Process and monitor account distributions

  • Risk Management

    Asset protection strategies Insurance needs analysis including life and long-term care

  • Tax Planning

    Active and on-going tax management and minimization Cost basis tracking for all assets

  • Legacy and Estate Planning

    Active and ongoing estate tax mitigation strategies Review of estate and trust documents including
    cash flow analysis and flow chart
    Coordination with estate attorneys to develop, implement,
    and monitor estate plan



Comprehensive and transparent client reporting is at the heart of our service offering. Our reporting is tailor-made to meet each specific needs of each client.