I trust Cadence Wealth Partners because they’re transparent and I never feel pressured or taken advantage of. I appreciate not having to manage my investments myself, and I feel more diversified and better positioned for the future. The greatest benefits are still ahead, especially with tax savings and navigating bigger financial decisions. Sean’s approach to balancing growth and risk gives me peace of mind, even if I don’t always understand every detail. The customer service is great, the planning is straightforward and pressure-free, and it’s a huge contrast to what I've heard about the experience my peers have had. I’ve always felt comfortable, even when my investable assets were limited, and our relationship is low-pressure with periodic check-ins. Since working with Cadence, my financial situation has improved, and my overall stress is much lower.
Relationship to Financial Advisor: Client as of Aug 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.