Cadence Wealth Partners

Cadence Wealth Partners Re-Think The Financial Planning Experience We also serve military families and veterans with specialized financial guidance.

Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk ma

nagement working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor. Rated 5/5 with 29 reviews on Wealthtender.

02/24/2026

New team intro video - The Office Parody

02/10/2026

One of the most common questions we hear from people nearing retirement is:

“How much can we safely spend and not run out?”

Unfortunately, the answers are often unsatisfying:
• “About 4%”
• “It depends”
• “You have a high probability of success”

That doesn’t tell you how to actually live in retirement.
In this video, I explain how we approach retirement income planning differently — using structure and spending guardrails instead of guessing or relying on probabilities.

If retirement is getting closer and spending feels more stressful than saving ever did, this is worth a watch.

📍 Concord, NC
🔗 Learn more here: https://info.cadencewealthpartners.com/retirement-income-snapshot-1

Address

845 Church Street N, Ste 205
Concord, NC
28025

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Cadence Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share