Cadence Wealth Partners

Cadence Wealth Partners

845 Church St N Ste 205 , CONCORD, 28025 (704) 467-8502 Website

Opening hours (19 Oct - 25 Oct)

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  • Monday

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  • Tuesday

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  • Wednesday

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  • Thursday

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  • Friday

    closed

  • Saturday

    closed

  • Sunday

    closed

Late night shopping

Late night shopping unknown

Late night shopping

Sunday shopping unknown


Company description

Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We also serve military families and veterans with specialized financial guidance. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor. Rated 5/5 with 29 reviews on Wealthtender.

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