Cadeau employs a proprietary, values-based planning approach ensuring all financial decisions are based on our clients’ personal priorities. We are uniquely trained to help our clients identify and express their values and goals, while maximizing the wealth they pass on to future generations.

We approach all planning opportunities from the same fundamental perspective. Clarity leads to Decisions. Decisions lead to Results. Results lead to Confidence.

The Planning Horizon

Planning Horizon During the many decades we have been serving clients, we’ve found that all planning involves two concepts.

  1. Above the Horizon — creates clarity surrounding what it is that you are actually trying to achieve and why.
  2. Below the Horizon — defines all the strategies, tactics and tools on which to act, how you’re going to proceed, and who’s going to help you.

Many professionals have confidence and professional capacity below the Horizon and that’s where they spend most of their time. At Cadeau, we’ve discovered that the highest likelihood of making a Wise Choice regarding any fundamental decision is driven by more time spent above the Horizon clarifying what it is you’re trying to accomplish and why.

One of the qualities that differentiates our firm is that we have tremendous capacity for working above the Horizon.

Client Video Resources

The New Wealth Paradigm

New Wealth Paradigm video Will the wealth you’ve created last beyond your grandchildren?

A remarkable film contrasting the Vanderbilt and Rothschild families and the “shirtsleeves to shirtsleeves in three generations” effect on wealthy families. Click to view »

My Estate Manager

One of your clients will lose a loved one this year. Are you ready to help? Learn More »
My Estate Manager Pro