Cadmus Wealth Member Services:
Planning your empire for future generations.
Financial Planning
We work with our members to develop, create, or improve and optimize their cash flow.
We work with our members to understand the cash requirements of their life, and the cash requirements for their financial goals.
Visit pricing to become a member.
Tax Services
We work with businesses to ensure all transactions are properly reported, managed, and hedge any tax concerns.
We work with individuals and businesses to help properly file all tax documents and maintain a proper tax status.
Visit pricing to become a member.
Retirement Planning
We work with individuals and businesses plan for to achieve a successful retirement plan.
Retirement planning for individuals are currently limited to members only.
Visit pricing to become a member.
Financial Planning
We work with our members to develop, create, or improve and optimize their cash flow. We want our members to be confident and be able to focus on their lives while we focus on supporting them for long-term success.
We currently are limiting our financial planning services to indivial and business members only. Visit pricing to become a member.
Tax Services
We are happy to work with any business or individual to get you the right tax services.
We work with businesses to ensure all transactions are properly reported, managed, and hedge any tax concerns.
We work with individuals and businesses to help properly file all tax documents and maintain a proper tax status.
Retirement Planning
Long-Term Planning and Retirement Planning
We believe that the best way to be prepared for anything is to plan. We specialize in the ability to help our members plan for retirement, and what comes after work.
We work with individuals and businesses plan for the future, and how to begin executing on specific goals to achieve retirement.
Retirement planning for individuals are currently limited to members only. Visit pricing to become a member.
Developing a Connection for the Long Term
We look to position ourselves and connect with you to establish a strategic plan for the future. We work with you to find out how best to create your financial plan, either with stocks, real estate, insurance, or other alternative investments.
By establishing your risk tolerance, we can develop a plan for you to preserve and grow your capital.
Bill Pay
Hate having to pay monthly for services?
Save the monthly fee and split the annual payment up into monthly, as it should be.
3.5% fee for basic and value members, 1% for premium members.
Banking Support
Need help understanding and budgeting down to the transaction?
Our Banking Support feature offers help down to the swipe. Included in your premium membership.
Membership-Exclusive Card
Want to show off in style?
Receive a custom engraved card when becoming a Premium Member. Included in your premium membership!