Our Story

A legacy born from a promise.

Cadeau was born from a promise — to turn financial pain into peace of mind for families like ours.

Our founder, Vince Klein, watched his parents face retirement and health challenges without the right financial support. That moment sparked a mission: help families like his secure their futures with clarity, confidence, and care.

Why Cadeau

Cadeau means “gift” in French—and that’s how we see our work. Whether it’s helping a business owner plan for succession, or guiding a family through multi-generational planning, we approach every relationship with intention and gratitude. Wealth isn’t just about money—it’s about living well, giving back, and leaving something meaningful behind. That belief shapes everything we do, from investment strategy to legacy planning.

A Team That Listens and Leads

We meet you where you are. We simplify the complex. And we guide you toward what matters most. With deep expertise and concierge-level service, Cadeau is where your financial strategy becomes your legacy.

Welcome to Cadeau Family Wealth. Let’s build something that lasts.