Cadence Wealth Management Solutions

Cadence Wealth Management Solutions is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, located on the third floor of 2290 East Avenue in Rochester, NY. The practice brings together a sizable team of more than a dozen financial advisors, led by managing partners Mark W. Stone and Mathew Hill. Collectively, team members hold professional designations including CFP®, ChFC®, APMA®, AIF®, CDFA®, RICP®, and CLTC®, reflecting a broad range of financial planning specializations. The practice was named to the 2026 Forbes Best-in-State Wealth Management Teams list.

Cadence Wealth Management Solutions provides a range of financial services through the Ameriprise platform, including:

• Personalized financial planning and goal-based advice
• Investment management
• Banking services
• Insurance and annuity products
• Digital financial tools via the Ameriprise client portal
• Complimentary initial consultations

The team includes advisors with specialized credentials, such as a Certified Divorce Financial Analyst (CDFA®) designation held by advisor Kathryn Castro, which supports clients navigating financial decisions during major life transitions. Ameriprise Financial, the practice's parent company, has been providing financial services for more than 130 years.

Cadence Wealth Management Solutions operates as one of the larger Ameriprise advisory teams in the Rochester area, with a roster that spans financial advisors, paraplanners, investment managers, and client relationship staff. The practice emphasizes a consultative approach, beginning with an overview of a client's financial priorities before developing tailored recommendations. Several advisors on the team carry multiple professional certifications, giving the practice depth across wealth management disciplines from retirement income planning to charitable giving strategies.

The practice occupies a third-floor office at 2290 East Avenue, situated along Rochester's East Avenue corridor within the East Avenue Historic District. This stretch of East Avenue is one of the city's most architecturally significant streets, lined with 19th- and early-20th-century homes, houses of worship, and cultural institutions. The George Eastman Museum, the world's oldest museum dedicated to photography and film, is located nearby along the same corridor. The office is accessible from East Avenue and sits in a primarily residential and institutional section of the city's southeast side.