Comprehensive Financial Services from an Advisory Team you can count on.

The Cassady Group provides comprehensive wealth management solutions to high net worth individuals. Encompassing over 20 years of industry experience, Michael Cassady and his team take a detailed, efficient approach to each and every client, no matter the size. Michael prides himself on his reputation for serving Executives and Entrepreneurs as well as Small Business Owners and has delivered a strong track record of results.


 


Portfolio Management

We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a risk-centric investment approach.

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Cash Management

We take pride in providing our clients access to equity markets around the world, each boasting their own diverse composition of small, mid, and large-cap stocks. 

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Wealth & Estate Planning

Our Bread & Butter, We take a deep dive approach into each of our clients'; that starts with a discovery meeting and extends into crafting a customized financial plan based on the client’s short and long-term life goals. 

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