Cadence Wealth Partners, LLC

Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he owns and operates a business creating wooden gifts such as cutting boards and bottle openers. Cadence Wealth Partners serves individuals, high-net-worth clients, families, business owners, and family offices with portfolio management, financial planning, and business consulting. The firm focuses on long-term discretionary portfolio management using a blend of analytical methods and emphasizes tax-efficient asset location and opportunistic rebalancing.

Nicholas O'kelly is a CFP® with two years of industry experience, currently serving as a financial advisor at Cadence Wealth Partners, LLC. He previously served 13 years in the United States Army and has worked at multiple firms including Realta Equities, Inc. Outside of his advisory role, O'kelly is a board member of The Davis Focus Project, a military non-profit focused on optimizing human performance through natural mental health modalities, and serves as an ambassador for the mental health organization Give an Hour. Cadence Wealth Partners provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, families, business owners, and family offices. The firm employs a disciplined investment approach with customized Investment Policy Statements, discretionary portfolio management, and specialized services including held-away account management and business-owner focused programs.