Wealth Managers Near Las Colinas, TX

Taylor Steele CFP®, CLU®, AIF®, EA*, CEPA®

As a wealth manager near Las Colinas, Taylor Steele is one of two principals at Cadent Capital. Developing an interest in money from an early age, he started putting back what he earned, even opening a Roth IRA at the age of 16.

After his father transitioned from banking to owning his own payroll service, Taylor began to understand the value of a paycheck and helped his family with the growing business. This led him to later enroll at Baylor University. Although he was unsure of his future career path, he took a few accounting courses and decided planning for the future was the right way to go.

Overseeing the Financial Services & Planning Program at Baylor was Dr. Tom Potts. After meeting Dr. Potts, Taylor discovered an added benefit of the program – the ability to prepare and sit for the CERTIFIED FINANCIAL PLANNER™ exam. Recognizing this was the path he needed to pursue, he dove in and earned the title of Outstanding Student before graduating.

Earning his degree and CFP® certification, Taylor started working for Tom and gained many advanced credentials. Since then, he has become one of the few financial planners to earn the Enrolled Agent designation with the Internal Revenue Service (IRS).

Taylor’s dedication to learning and honing his skills is evident in his expertise of life insurance, fiduciary responsibility when providing advisory services, Medicare, and social security. However, he also dedicates much of his time to serving within various professional organizations to improve the field, including 8 years on the board of the DFW chapter of the Financial Planning Association (one year as president) and serving on the board of the Dallas Estate Planning Council.

His commitment and dedication to the profession have led Taylor to earn various awards and recognitions, including D Magazine’s list of “Best Financial Planners in Dallas” and a recipient of the FPA “Young Guns” award.

Outside the office, you’ll find Taylor spending time with his family, which includes his wife, Merrick, and their two sons, Caleb and Andrew. A sports enthusiast, he enjoys coaching his sons' baseball and attending Baylor football games. Taylor is also a devoted member of First Baptist Church in Arlington, serving as a deacon.

Casey Kupper CFP®, CFA, CAIA®, CEPA®

Becoming a partner and principal of Cadent Capital in 2018, Casey Kupper’s years of experience and work as a wealth manager near Las Colinas are helping him and co-principal Taylor Steele take the company to the next level.

As a youth, Casey helped around his family’s dairy farm, waking up early to milk cows – a task that led him to appreciate and recognize the value of hard work and dedication. As he grew older, his desire to pursue a career that would allow for strategic thinking and helping others led him to choose financial planning.

Casey enrolled at Texas A&M University, where he met his wife, Michelle. Starting the process of planning for their future, he began considering how they would buy a house and have children as well as how they would combine their finances. All of this discussion led to his decision to make a career out of wealth management.

Earning his bachelor’s degree in economics from the University of North Texas, he accepted an internship that led to a two-decade career working with High Net Worth and Ultra High Income families. His continued passion saw Casey working hard to deliver the best possible service and results to his clients, even becoming one of a few professionals with CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst (CFA) marks. His credentials expanded further with the inclusion of becoming a Chartered Alternative Investment Analyst (CAIA®).

As a reputable professional in the field, Casey’s knowledge and experience have led to him engaging in various publications, offering his expertise even during the COVID-19 crisis. He remains up to date on the latest changes by maintaining membership in the Financial Planning Association’s DFW chapter as well as serving on the Board of Governors for the Dallas Estate Planning Council.

Casey’s clients are not the only ones who benefit from his years of experience, though. He also taught investment planning to aspiring financial planners at Southern Methodist University in the Certified Planning Program.

When he’s not busy helping his clients reach their financial goals, Casey spends his time with his wife, Michelle, and their two children, Emma and Gray. He also enjoys supporting the Dallas Cowboys, taking family trips to the farm and College Station, as well as cycling, playing chess, and maintaining membership in the Good Shepherd Catholic Community in Colleyville.

Wealth Management

Clients who want to financially plan for the future can benefit from wealth management. As an umbrella of services that include tax planning, financial planning, and more, our company is positioned to encourage and empower individuals to achieve financial security and independence by identifying ways to maximize and grow their wealth. Using an integrated approach, we help our clients make confident decisions instead of quick, risky ones.

Asset Management

Maximizing returns by growing our clients’ investments is one aspect of a tailor-made financial plan we can create. With asset management near Las Colinas, we take a client-centric approach that allows us to partner with individuals while analyzing and monitoring performance reports so that the person’s objectives align with their financial plan. With regular face-to-face meetings, we maintain transparency and deliver honest feedback to position portfolios so that they maintain long-term consistency.

Estate/Legacy Planning

Preparing for the future is important, which is why estate and legacy planning is an essential component of any good financial plan. Our team of experts helps clients build their estate plan so that all assets are properly distributed in the future. Whether it is family or special causes that will benefit from a client’s wealth, we can make sure there is a customized plan in place so that these assets remain protected so that problems do not occur in the future.

Exit Planning

Business owners who are looking to sell can experience many uncertainties pertaining to the transition of ownership. This is why having an exit plan is essential. At Cadent Capital, LLC, we can develop a comprehensive approach that incorporates ways to maximize the value of the transfer as well as reduce risk and ensure the business owner’s personal goals are achieved. By developing this kind of plan, it can make the transition into retirement or a new project seamless for everyone involved.