Endurance Artist Management - UBS Financial Services Inc.

Cadence Wealth Advisors is a Los Angeles-based wealth management firm that takes a personalized approach to help clients achieve their financial goals. With a focus on empathy and understanding, their experienced team offers a range of services including financial planning, estate planning strategies, tax management, liabilities management, and insurance and risk protection. By building meaningful relationships with their clients, Cadence Wealth Advisors aims to provide tailored solutions that align with each individual's unique financial situation. They prioritize personalized access and service, involving spouses, partners, and even children in important financial discussions, and work closely with other advisors to ensure a cohesive approach to wealth management.Generated from the website

David Schachter is a Managing Director and Wealth Management Financial Advisor at UBS Financial Services Inc. in Los Angeles, CA, dedicated to guiding clients through significant life events while helping them preserve and transfer their wealth. With a focus on tax-efficient investing, asset allocation, and generational wealth transfer, he provides comprehensive financial planning tailored to individual needs. A New York native and graduate of the University of Southern California, David has been recognized as an industry leader, earning accolades such as Forbes Best in State Wealth Advisors from 2021 to 2025. He is committed to educating his clients, ensuring they have a clear understanding of their financial situations and opportunities for growth. Generated from the website