Cadence Wealth Management Solutions

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Cadence Wealth Management Solutions
Team photo for Cadence Wealth Management Solutions

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Advisors

Advisor photo for Mark W Stone

Mark W Stone

CFP®, APMA®, AIF®

Private Wealth Advisor

Managing Partner of Cadence Wealth Management Solutions
Visit Mark W Stone's website
Advisor photo for John J Mc Donald

John J Mc Donald

Financial Advisor

Visit John J Mc Donald's website
Advisor photo for Daniel R Omogrosso Jr

Daniel R Omogrosso Jr

ChFC®, APMA®, CFS®, CLTC®

Financial Advisor

Chartered Financial Consultant®
Visit Daniel R Omogrosso Jr's website
Advisor photo for James Carey

James Carey

CFP®, ChFC®, APMA®, CFS®, RICP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit James Carey's website
Advisor photo for Christopher M Corea

Christopher M Corea

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Christopher M Corea's website
Advisor photo for Kathryn Castro

Kathryn Castro

CFP®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Kathryn Castro's website
Advisor photo for Daniel Driscoll

Daniel Driscoll

APMA®

Financial Advisor

Visit Daniel Driscoll's website
Advisor photo for Dale Nower

Dale Nower

MS, CFP®, APMA®, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Dale Nower's website
Advisor photo for Daniel Wagner

Daniel Wagner

APMA®

Financial Advisor

Visit Daniel Wagner's website


Team

Laurie Calabrese

Paraplanner

Donna DiCiaccio

Paraplanner

Amy Needham

Financial Planning Assistant

Jodi Sprague

Financial Planning Assistant

Genesis A. Andino

Financial Planning Assistant