Our Story
Financial planning solutions for St. Louis communities
Who We Are
Cadeau Family Wealth is an independent financial services firm based in metro St. Louis whose team provides comprehensive wealth planning support to individuals and families. Our passion is in working with local business owners on their planning and business succession needs.
We’re proud partners of the St. Louis chapter of Entrepreneurs’ Organization (EO) and love to work with our fellow members. EO’s mission is to be the catalyst that enables leading entrepreneurs to learn and grow, leading to greater success in business and beyond. We support their mission by providing comprehensive planning services to their members.
Our Values
Have Fun
Life is better when you can laugh about it
Celebrate Success
A rising tide raises all ships. When you do well, so do we
High Touch
Customized, concierge service is the only way we work
Attitude of Gratitude
Be thankful, mindful, and find ways to give back
Our Team
Vincent Klein
Wealth Strategist,
President & Partner
Rick Ackerman
Wealth Strategist
Bob Mark
Insurance Consultant
Lindsay Maxwell
Insurance Consultant
Kate Marmulstein
Chief Operating Officer
Mary Weiss
Client Relations Specialist
Amanda Phillips
Executive Assistant
Molly Kruse
Chief Marketing Officer
Check the background of investment professionals on FINRA’s BrokerCheck.