Cadence Wealth Management LLC

Cadence Wealth Management LLC (CRD# 155080) is a financial advisory firm headquartered in Westborough, MA. They manage $133,640,000 in 1,993 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    1,993
    ACCOUNTS
  • Average Account Value
    $67,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NH, NY, RI, 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
96
Wealthminder
score

Casey Clarke (CRD# 2911372) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 19 years of experience in the finance industry. Casey Clarke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven J. Deboth
CRD#: 4459388
1800 West Park Drive, Suite 330, Westborough, MA 01581
96
Wealthminder
score

Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 15 years of experience in the finance industry. Steven Deboth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas G. Shiffer
CRD#: 4471246
1800 West Park Drive, Suite 330, Westborough, MA 01581
96
Wealthminder
score

Thomas Shiffer (CRD# 4471246) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 15 years of experience in the finance industry. Thomas Shiffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael G. Downey
CRD#: 5251765
1800 West Park Drive, Suite 330, Westborough, MA 01581
93
Wealthminder
score

Michael Downey (CRD# 5251765) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 10 years of experience in the finance industry.

5
Grigoriy Grinshteyn
CRD#: 4965008
1800 West Park Drive, Suite 330, Westborough, MA 01581
93
Wealthminder
score

Grigoriy Grinshteyn (CRD# 4965008) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 12 years of experience in the finance industry.

6
James A. Laite
CRD#: 4656586
1800 West Park Drive, Suite 330, Westborough, MA 01581
93
Wealthminder
score

James Laite (CRD# 4656586) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 14 years of experience in the finance industry.

7
Nicholas R. Kraszyk
CRD#: 5010874
1800 West Park Drive, Suite 330, Westborough, MA 01581
83
Wealthminder
score

Nicholas Kraszyk (CRD# 5010874) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.