Wealth Management Solutions
Concierge Wealth Planning in St. Louis
Who We Champion
At Cadeau, we don’t just “guide” — we partner with high-performing individuals, businesses, and extended family units who are building wealth with intention and impact.
- Visionary Business Owners
- Growth-minded Entrepreneurs
- High-level Executives
- High-performing Families
- Ambitious Pre-retirees
- Savvy Post-retirees
- Prospective or Current College Students
- High-net-worth Individuals
Our Solutions
Retirement Planning
Preparing for the future starts now. We work with you to help you secure the retirement lifestyle you’ve dreamed of while also having plans in place for unexpected expenses and life events.
Annuities
Financial products like annuities can help you generate income that lasts you throughout your life — and beyond. We help multi-generational families explore annuities and other options to help them build wealth and security.
Investment Planning
Creating a holistic investment strategy involves many moving parts. At Cadeau Family Wealth, we help you throughout the decision-making process, so you can build a strategy that meets your goals, risk tolerance, and more.
IRA/401(k) Rollovers
If you have an IRA or 401(k), we can help you determine if a rollover would be beneficial for your unique situation and financial goals.
Asset Allocation & Protection Strategies
Your financial well-being is our priority. We work directly with you and your financial team to help you mitigate risks associated with your assets.
Life Insurance Planning
Life insurance can help protect not just yourself, but also future generations. We’ll walk you through your options, so you can make a decision you’re confident in.
No financial plan is complete without taking taxes into consideration. The Cadeau Team can help you navigate the complexities of tax law so your investments and assets serve you well for years to come.
IRA Legacy Planning
You want to leave a lasting impression on your family life, even after you’re gone. The Cadeau Team can work with you to execute strategies that help ensure your wealth is passed to those you care for most.
Diversification of your assets can mean enhanced risk management, even during times of market volatility. We help HNW individuals with their investment management strategies that make sense for their unique situation.
Lay the groundwork for a future that’s bright. Set your loved ones up for success with quality college-planning strategies.
Estate Planning
Get peace of mind that your family members will be taken care of after you’re gone, and ensure that you can leave behind generational wealth for those you care for most.
Working With Us
We help you uncover the financial blind spots that may be costing you growth. Our process turns complexity into clarity and strategy into action.
Comprehensive Financial Life Review
How does your money work for you today?
Financial Planning & Investment Recommendations
What is missing from your financial life?
Implementation & Regular Review
Where can we find the next opportunity?
Strategic Partners
We work closely with a curated network of estate attorneys, CPAs, insurance advisors, and mortgage pros
— so you don’t have to go it alone.
Trust & Estate
Meredith Murphy
DTC Advisors
314-218-3040, ext. 105
mpm@dtcadvisorsllc.com
dtcadviosrsllc.com
Andy Weinhaus
Law Office of Andrew Weinhaus
314-726-2411
andy@weinhauslaww.com
weinhauslaww.com
Accounting
Jeff Mortland
Mortland & Co.
314-725-3515
jmortland@mortlandco.com
mortlandco.com
Mortgage Broker
Paul Lavigne
Mortgage Solutions of St. Louis
314-280-3565
paul@msstl.com
msstl.com
Auto/Home/Property Insurance
Michael Ehrlich
Crawford, Butz, & Associates
314-881-1952
Michael.ehrlich@crawfordbutz.com
Crawfordbutz.com
Medicare & Health Insurance
Joe Bottani IV, ChFC®, CLU®
Arch Brokerage
314-849-6363, ext. 104
joebottani@archbrokerage.com
archbrokerage.com
The above entities are not affiliated with Cambridge and do not offer securities or advisory services.
Ready to reclaim your lost opportunity?
Schedule your complimentary consultation, and let’s build something meaningful, with family wealth management services that work for you and yours.
Disclaimers: This page does not represent legal or financial advice, express or implied.