Cadence Wealth Management is a Texas-based financial advisory firm that has been assisting individuals and businesses since 1988 in developing and implementing comprehensive financial plans. They specialize in guiding clients through major life transitions, such as retirement, and offer services in estate planning, investment management, and business solutions. The firm employs a holistic approach, collaborating with professionals in law, taxes, and insurance to ensure well-rounded strategies. Their investment management services are provided through Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life Insurance Company. Cadence Wealth Management emphasizes personalized service, aiming to help clients achieve their financial goals and live the lives they envision.