The Team

Cadence Wealth Management Solutions

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Mark W Stone

Mark W Stone

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BA 1994, Economics, Syracuse University, Syracuse,New York

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Christopher M Corea

Christopher M Corea

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

Bachelor of Arts with a Major in English, Saint Bonaventure University, Saint Bonaventure, New York

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Daniel Driscoll

Daniel Driscoll

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Saving for Education
  • Business Retirement Plans

Education

B.B.A. Finance St. Bonaventure University - 2005, The American College Financial Planning and Services 2010-2011 Focus on Financial Planning

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Scott Vegder

Scott Vegder

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

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John J Mc Donald

John J Mc Donald

Financial Advisor

Dale Nower

Dale Nower

Financial Advisor

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Designations

CFP®, MS, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning

Education

BS, Economics, Fredonia State, Fredonia, NY, MS, College for Financial Planning, Greenwood Village, CO

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Vincent Piscitelli

Vincent Piscitelli

Associate Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Sustainable and Responsible Investing

Education

MBA with Concentration in Accounting, Colorado Technical University, Colorado Springs, CO., BS in Foresnic Finance, Colorado Technical University, Colorado Springs, CO.

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Patricia Deane

Patricia Deane

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning

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Our Staff

Laurie Calabrese

Paraplanner

Donna DiCiaccio

Paraplanner

Elaina Gooch

Financial Planning Assistant

Amy Needham

Financial Planning Assistant

Erin M. Sheridan

Receptionist

Financial Planning Assistant

Jodi Sprague

Financial Planning Assistant

Kevin Mueller

Financial Planning Assistant