Cassady SchillerServicesWealth Management

Wealth Management


Cassady Schiller Wealth Management


Cassady Schiller Wealth Management takes a holistic planning approach
when working with clients. We help clients to identify planning issues and provide solutions that build confidence. By offering independent, unbiased recommendations, and collaborating with our clients’ outside advisors, we have become our clients’ trusted advisor.

Our service offering includes:

  • Goals-based financial planning
  • Coordinated tax planning
  • Institutional class investment solutions
  • Multi-generational family planning

EVIDENCE-BASED INVESTMENT MANAGEMENT

A significant factor in selecting an investment advisor is finding an investment strategy that is right for you. Our investment approach is derived from rigorous, ongoing academic research by Nobel Prize winning economists. Using an evidence-based investment philosophy, we help you implement a disciplined, long-term investment strategy.

SOPHISTICATED TAX SOLUTIONS

Due to our affiliation with Cassady Schiller CPAs & Advisors, we can access top-notch tax and other accounting solutions. This allows us to analyze and recommend creative solutions designed to minimize our clients’ tax burden.

FAMILY WEALTH PLANNING

At Cassady Schiller Wealth Management, we focus not only on your current financial planning, but we are also keenly aware of the need for multi-generational planning. We will work with you and your outside advisors to ensure your estate and insurance needs are well positioned.

COORDINATION WITH OUTSIDE ADVISORS

Cassady Schiller Wealth Management believes in a team-based approach to solving problems for our clients. We encourage coordination with our clients’ outside advisors to ensure optimal solutions are identified and implemented.

  • Recent Posts

    • Emilie Schwarz
      Recessions: Breaking Down the Buzz

      If you’ve listened to the news the past two years, you may have heard speculation on when the next recession will be. Commentators are looking for signs as to when the recession will start and makin…

    • Marc Wambaugh
      Why Should You Diversify?

      As 2019 approaches, volatility has returned to the stock markets.  With that volatility comes a feeling of insecurity as investors watch their statement values go up and down.  During these times, t…

    • Whitney Hurtt
      Should You Revisit Your Estate Plan?

      The Tax Cuts and Jobs Act (TCJA) increased the exemption amount for the individual estate, gift, and generation-skipping transfer (GST) tax exemptions to almost $11.2 million (double this for married…

Through our comprehensive approach, we help you develop and implement a disciplined, goals-based strategy to help you and your family achieve your goals.