How’s the health of your wealth?
Maybe it’s time for a better wealth care provider.
At Cadinha, we view investment management and financial planning as the building blocks of your wealth. You will never see us execute one without close attention to the other.
Investment Management
At Cadinha, we are students of the macro as well as the micro. Our top-down/bottom-up insights, along with your personal financial situation and life goals, combine to create a forward-looking asset allocation strategy – one that’s prepared to guide you through the risks and opportunities that lie ahead.
Just as no two people are alike, no two investors are alike. Which means a “one-size-fits-all” approach really benefits no one. Cadinha manages each account separately so that we can tailor it to each client’s needs. Your unique goals and tolerance for risk will influence the approach we take to growing your wealth.
Beyond Investment Management
(Financial Planning Cadinha Style)
At Cadinha, we have a different approach to financial planning. We take the time to know you and learn about your goals, as well as the people and things that matter most in your life.
From private to business matters, from cash flow management to lifetime needs, from buying and selling assets like real estate and businesses, to gifting the important people in your life – we will be there every step of the way.
Here are just a few of life’s complexities that we’re ready to guide you through:
- Unwinding complicated ownership positions
- Private family business transitions
- Charitable gifting programs
- Moving assets to future generations
- Succession planning
- Transitioning to retirement
- Estate planning
We have trusted relationships with a broad range of experts such as actuaries, attorneys, tax counsel and business valuation specialists whose advice helps us achieve our clients’ goals.
Because every situation is unique, these services are designed to generate very particular outcomes. Once we have identified the steps that need to be taken, we’ll provide an estimate for these ancillary services.
Our philosophy of preserving what our clients have spent their lives creating is where everything begins and ends with us. We go beyond investment management, because life doesn’t exist in a portfolio. It can only be protected by one.
If you’d like our brochure about how Cadinha goes beyond investment management, please fill out this form.
Retirement Services
You may want to work forever, but you shouldn’t have to.
At Cadinha, we’ve been managing clients’ wealth with a view to retirement for four decades. And our goals have always been to meet your goals. Simply put, our retirement services are designed to keep you living in the style to which you’ve become accustomed well after your working years are behind you.
From private to business matters, from cash flow management to lifetime needs, from buying and selling assets like real estate and businesses, to gifting the important people in your life, including educational planning for children and grandchildren – we will be there every step of the way.
What fees are you paying in your current retirement plan?
We don’t know what fees are embedded in your current retirement plan, but we’d be happy to help you find out. With no obligation.
From the standard, employer-contributed 401(k) to the Rich People Roth, there are a number of retirement accounts out there. Each comes with its benefits and pitfalls. And whomever is managing it, you can be sure there are fees involved. We will dive into the small print of your retirement plan and compute just what you’re actually paying.
Contact us for a complimentary fee analysis of your current account or fill out the form below and we’ll contact you.