Cadence Wealth Management Solutions

06/03/2026

June is a great time to revisit your financial strategy. A mid-year check-in can help you evaluate progress, revisit goals, and make adjustments where needed.
If it’s been a while since you’ve reviewed your plan, now may be a good time to reconnect. https://bit.ly/3RIXceh

05/31/2026

Congratulations to Donna on her work anniversary!

We appreciate her long-standing commitment and the role she plays in supporting our clients and team.

05/29/2026

Many people hope to travel the world in retirement. Where will retirement take you?

Financially prepare for your next trip with more confidence.

05/28/2026

From music and food to arts and culture, there are so many fun festivals happening in Rochester this time of year, so we thought we would put together a small list of some of our favorites to help kick start the summer! ☀️🎶🍴

And if you're looking for weekend plans...the Greek Festival is happening THIS weekend!🇬🇷

Are we missing any of your favorite Rochester events happening in June or July? Let us know below!⤵️

05/25/2026

Today, we remember and honor those who have served and sacrificed for our country.

Wishing everyone a meaningful Memorial Day.

05/23/2026

Please join us in recognizing Christopher on his work anniversary.

We appreciate his dedication to supporting clients and his contributions to the team over the years.

05/20/2026

From online phishing to retirement fraud, learn how to protect yourself against the most common types of financial scams.

Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.

05/18/2026

Have you visited our website recently?

We regularly share resources, insights, and updates to help you stay informed.

Take a look and explore what’s new.
https://bit.ly/4uTHPxN

05/15/2026

When was the last time you reviewed your beneficiary designations?

Life changes—like marriages, new family members, or career shifts—can make it important to revisit these details.

Keeping them up to date is a simple step that can make a meaningful difference.
https://bit.ly/4dcbRa7

05/14/2026

How much homeowners insurance do you need? Here’s what you need to know when considering coverage and how you can potentially lower costs.

Help shield your property and financial future from harm and consider these factors when purchasing homeowners, auto or umbrella insurance.