Welcome to Cadence Capital Investments

In conjunction with a client’s CPA or accountant, Jamie provides strategies to help them manage taxes, specifically income and estate taxes, to help reduce or eliminate those they can. He addresses his clients’ personal interests and responsibilities. Most people are concerned with three issues: making sure their heirs are taken care of; that they have a medical insurance strategy for lifetime beyond employment, and that they have a retirement distribution plan that considers their net worth and lifestyle costs. Through his discovery process, he surfaces these issues and using wealth management strategies, recommends suitable solutions.

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
View Full Bio

Request Information

Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan