Wealth done differently.
Personal. Purposeful.
Mulit-Generational.
At Cadeau, we partner with high-perofrming
families to turn complex wealth into legacy.
Your Personalized Wealth Strategist
Building wealth that lasts for generations.
Who we help:
- HIGH-PERFORMING FAMILIES
- BUSINESS BUILDERS & ENTREPRENEURS
- FOUNDATIONS & FAMILY OFFICES
Your circle of wealth, for every stage of life.
From your first big win to your family’s long-term legacy — Cadeau helps you build, protect, and enjoy your wealth with purpose and precision.
At Cadeau Wealth, we believe true wealth goes beyond numbers—it’s about creating a legacy that empowersgenerations. As your trusted partner in financial planning and wealth management, we provide personalizedstrategies designed to help families, professionals, and individuals achieve their goals with confidence. Rooted in timeless values and a commitment to excellence, we offer sophisticated solutions to build, protect, and enjoy your wealth, so you can focus on what truly matters. 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 solutions
Strategies that grow with your life and legacy.
Retirement Income Strategies
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.
Wealth Management
We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.
Annuities
Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
Investments
Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.
IRA/401(k) Rollovers
We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.
Asset Protection 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).
Life Insurance
Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
Tax-Efficient Strategies
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.
IRA Legacy Planning
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.
We can also refer you.
Need a trusted estate attorney or CPA? We’ll connect you to vetted professionals who can round out your wealth 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
Check the background of investment professionals on FINRA’s BrokerCheck.