For family leaders and community advocates determined to protect the successes of future generations.
Your dedication to family values and financial prosperity has not gone unnoticed, and it’s our mission to ensure these principles are carried forward. At Cassady Wealth, we’re committed to nurturing your family’s financial journey, safeguarding your hard-earned wealth, and ensuring it supports your loved ones and cherished causes.
Key Services
- Estate planning and asset protection planning
- Legacy investment management
- Philanthropic planning through private foundations
- Charitable giving strategies (Donor-advised funds, charitable trusts, etc.)
- Tax optimization and wealth transfer strategies
- Multigenerational wealth planning
Our approach to multigenerational planning is deeply rooted in our own family-oriented values, emphasizing collaboration with a team of expert advisors who share your vision. We strive to facilitate a seamless transition of your assets, financial wisdom, and charitable ethos to future generations, all while strategically reducing taxes, legal complexities, and the possibility of familial discord. Partnering with you at every significant life event, market change, and through each phase of life, our team of experts is here to fortify your family’s financial future and honor the legacy you wish to establish.