Moving forward confidently toward your wealth goals.
At Kadima Wealth, we make our clients our first and most important priority. Our firm name means “forward,” and that idea is the north star for how we operate. We will work to earn your trust and develop personalized wealth management plans to help you move forward with confidence. About UsForward-Thinking Guidance
Wealth means something different to everyone. We get to know you on a personal level so we can understand your goals for the future.
Kadima Wealth is committed to working with you on comprehensive, customized wealth management plans.
Our specialties range from retirement planning to investment allocation, business transitions, and leaving a charitable legacy.
Whatever your goals for the future may be, we are here to help you move forward.
Services We Offer
Kadima Wealth is powered by Mariner, allowing us to leverage the expertise of seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Additionally, Mariner’s support in technology, compliance, and operations allows us to focus more on what truly matters – building strong, lasting relationships with you.
Insights
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook,...
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when...