Cadence Wealth Management LLC

Cadence Wealth Management LLC (CRD# 155080) is a financial advisory firm headquartered in Westborough, MA. They manage $292,198,859 in 2,819 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    2,819
    ACCOUNTS
  • Average Account Value
    $103,653
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, PA, RI, TN, TX

Financial Advisors at Cadence Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Casey D. Clarke
CRD#: 2911372
1800 West Park Drive, Suite 330, Westborough, MA 01581

Casey Clarke (CRD# 2911372) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 25 years of experience in the finance industry.

2
Steven J. Deboth
CRD#: 4459388
1800 West Park Drive, Suite 330, Westborough, MA 01581

Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry.

3
Michael G. Downey
CRD#: 5251765
1800 West Park Drive, Suite 330, Westborough, MA 01581

Michael Downey (CRD# 5251765) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 16 years of experience in the finance industry.

4
Grigoriy Grinshteyn
CRD#: 4965008
1800 West Park Drive, Suite 330, Westborough, MA 01581

Grigoriy Grinshteyn (CRD# 4965008) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 18 years of experience in the finance industry.

5
Nicholas R. Kraszyk
CRD#: 5010874
1800 West Park Drive, Suite 330, Westborough, MA 01581

Nicholas Kraszyk (CRD# 5010874) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 18 years of experience in the finance industry.

6
James A. Laite
CRD#: 4656586
1800 West Park Drive, Suite 330, Westborough, MA 01581

James Laite (CRD# 4656586) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 20 years of experience in the finance industry.

7
Thomas G. Shiffer
CRD#: 4471246
1800 West Park Drive, Suite 330, Westborough, MA 01581

Thomas Shiffer (CRD# 4471246) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry.

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