Wealth
Management
Done Differently
Personal. Purposeful. Multi-generational.
At Cadeau, we partner with high-net-worth families to turn complex wealth into legacy.
At Cadeau, we partner with high-net-worth families
to turn complex wealth into legacy.
Your circle of wealth, for every stage of life.
From your first big win to your family’s long-term legacy, Cadeau Family Wealth helps you build, protect, and enjoy your wealth with purpose and precision.
At Cadeau Family Wealth, we believe true wealth goes beyond numbers. It’s about creating a legacy that empowers generations. As your trusted partner in financial planning and private wealth management, we provide personalized strategies designed to help families, professionals, and individuals achieve their goals with confidence.
At Cadeau, your legacy is our purpose.
Legacy isn't a moment. It's a mindset. We help you plant and protect the roots that will sustain your family for generations.
Our Wealth Management Services
Financial planning services that grow with your financial life and legacy.
Retirement Planning
Unlike the working years, when you've likely drawn a regular paycheck, at retirement, it's time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won't outlive?
We can help you explore options like:
- \Annuities
- \Fixed Indexed Annuities
- \Variable Annuities
- \Registered Indexed-linked Annuities
- \Income Annuities
- \Fixed Annuities
- \401k Rollovers
- \IRA Legacy Planning
Investment Planning
Whether you prefer to "set it and forget it" or you want to more actively participate in investment management, we can help you design an investment strategy that matches your risk tolerance and financial goals. We know that risk management changes as life happens.
Asset Allocation & Risk Management Strategies
We keep our eyes on the horizon so you can enjoy your retirement. We'll design a strategy to help you minimize risk, including the risks of market loss, inflation, or liquidity (not having cash accessible when you need it).
It's simply smart asset portfolio management.
Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal. Diversification and asset allocation strategies do not assure profit or protect against loss.Â
Life Insurance Planning
Life insurance can play an important role in an overall financial strategy, both to protect yourself and your loved ones should the unthinkable happen. In some cases, it can help preserve your assets for future generations.
Our healthcare and life insurance planning methodology folds strategies and insurance products like:
- \Whole Life Insurance
- \Split Dollar Arrangement
- \Variable Universal Life Insurance
- \Second to Die Life Insurance
- \Disability Income Insurance
- \Long-term Care Insurance
- \Term Life Insurance Policy
- \Index Universal Life Insurance
Tax Planning
Taxes can take a bigger bite out of your retirement income (or your legacy) than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.
We've helped high-net-worth clients just like you explore options like:
- \Qualified Charitable Deductions
- \Donor Advised Funds
- \Roth Conversions
- \Cost Segregation
Alternative Investments
Traditional investments and other cookie-cutter financial services alone just won't do for many high-net-worth individuals—including, potentially, you and your family.
We have years of experience helping families explore alternative investment opportunities like:
- \Private Equity
- \Hedge Funds
- \Oil and Gas
- \Structured Notes
- \Non-traded Preferred Stock
College Financial Planning
One of the most important financial decisions we can take in life is deciding when and where to earn a degree. Don't limit your family's educational opportunities by lacking the necessary funds.
We have years of experience helping families explore opportunities like:
- \529 Planning
- \FAFSA Navigation
Fee-based Advising
Earning commissions off our clients is not how we operate. We prefer a simple fee-based approach, so you can be sure we will be objective and disclose any conflicts of interest when we guide you through your financial opportunities.
We can also refer you.
Need a referral to a trusted estate attorney or CPA? We’ll connect you to vetted professionals who can round out your wealth plan team and coordinate behind the scenes, so you don’t have to.
At Cadeau, we walk alongside you as
Partners, Advocates, and Legacy Builders.
Your goals and values guide everything we design. Let’s build something extraordinary—together.
Make it a great day!
— Vince
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