Thomas
Shiffer
Cadence Wealth Management LLC
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About this Advisor
Thomas Shiffer is a financial advisor based in Westborough, Massachusetts, working with Cadence Wealth Management LLC. Thomas has previously held positions at Purshe Kaplan Sterling Investments, Cwm Consulting LLC, and Cadence Wealth Management. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Thomas is part of Cadence Wealth Management LLC, which operates out of Westborough, Massachusetts. The firm has 8 employees and manages assets totaling $292.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cadence Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadence Wealth Management LLC Brokerage Details
$292,198,859
8
2,819
$103,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Shiffer Work History
Purshe Kaplan Sterling Investments
Cwm Consulting LLC
Cadence Wealth Management
Disclosures
Please visit the SEC profile of Thomas Shiffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cadence Wealth Management LLC
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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