Cadre Asset Management is an independent advisory firm that was founded in 2022 by a seasoned financial professional with a passion for challenging the status quo and a desire to bring the boutique wealth management experience to our private client group. The name Cadre means a nucleus of trained personnel around which a larger organization can be built and trained. This name reflects the company's focus on building a strong team of financial experts and delivering strong resources for that objective.
We are not afraid to engage multiple professionals and utilize advanced planning concepts, including tax analysis, to determine the best course of action for each client. We believe in a multi-pronged approach to asset management and are not driven by the pursuit of any single product.
Our clients are at the center of everything we do. We are committed to building long-term relationships based on trust and providing the highest level of service possible. If you are looking for a financial partner who will take the time to understand your unique needs and goals, look no further than Cadre Asset Management.