Cadence Wealth Partners

Cadence Wealth Partners is a fee-only financial advisory firm in Concord specializing in comprehensive planning for business owners and executives. Led by founders Sean Williams (Marine officer, CEPA®, CFP®) and Nick O'Kelly (Army Special Forces pilot, CFP®), they integrate tax strategy, exit planning, and investment management into coordinated plans—not fragmented services. They're known for helping business owners understand their company's true value, optimize taxes using overlooked tax code benefits, and build exit strategies that protect wealth beyond the sale.