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Sean Williams
Cadence Wealth Partners
CONCORD, North Carolina
Contact
How to contact
sean@cadencewealthpartners.com
Professional Profile
Call Me When
You're working with a blue-collar business owner who hasn't figured out what their business is worth or how to exit on their terms — especially when taxes threaten to erode the proceeds.
Professions
Wealth Manager
Functional Expertise
Fiduciary
Investments
Exit/Transition Planning
Business Focus
Fee-only financial planning for blue-collar business owners in the Charlotte/Concord area — exit planning, tax minimization, and making sure life after the business is fully funded.
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
Value Acceleration
Client Industries
Consumer Services
Real Estate/Construction
Client Results
Blue-collar business owners spend decades building something valuable — but most have no plan to get out on their terms. We turn that business into a funded retirement without a massive tax bill.
Advisor Resource Relationships
EPI
Capitaliz
Chapter information
Membership
Charlotte Individual
Member since
New Member
Why I'm a Member of XPX
No local EPI chapter exists near Concord, so XPX is where I find advisors who speak the same language. Exit planning takes a coordinated team — XPX is where that team gets built.
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