Cauble & Harre Wealth Management, Inc.
Cauble & Harre Wealth Management, Inc. (CRD# 143812) is a financial advisory firm headquartered in Saint Louis, MO. They manage $236,633,389 in 433 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management237MILLION
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Total Number of Accounts433ACCOUNTS
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Average Account Value$546,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, MO, NM, TX, WI, WY
Elizabeth Cauble (CRD# 5324493) is an Investment Advisor Representative working at Cauble & Harre Wealth Management, Inc. in Saint Louis, MO and has over 17 years of experience in the finance industry.
Peter Harre (CRD# 2271783) is an Investment Advisor Representative working at Cauble & Harre Wealth Management, Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.
About
Kendall Young (CRD# 5081598) has over 17 years’ experience at Matter Family Office providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. I enjoy leading families in all areas of their financial life including coordination of income tax planning, estate planning and insurance reviews.
Expertise
Whether you've recently sold a business, inherited wealth, or have a pending retirement, Matter thrives on the complex challenges of managing generational wealth from trust and estate planning to tax management, family governance, and reporting and accounting.
Certification
Kendall 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 putclients' interests first and comply with the Financial Planning Practice Standards.