JIM CADY

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. For over 30 years, Jim has been providing sound guidance to help business owners, high-net-worth families and individuals make informed decisions regarding their finances, crafting custom financial strategies tailored to their individual goals, time horizon and risk tolerance.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic and proactive approach to custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

Jim began his career in the finance industry in 1994 with Smith Barney and has successfully worked for both larger financial institutions as well as small boutique investment firms prior to joining 1792 Wealth Advisors in 2025. He attended Widener University with a major in economics and a minor in accounting.

A lifelong resident of Monmouth County, Jim currently resides in Fair Haven with his wife of 24 years, Stephanie and their 3 children Alex, Christian and Abigail. In his spare time, he enjoys vacationing with his family, skiing, track days with his race car, and playing golf.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. For over 30 years, Jim has been providing sound guidance to help business owners, high-net-worth families and individuals make informed decisions regarding their finances, crafting custom financial strategies tailored to their individual goals, time horizon and risk tolerance.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic and proactive approach to custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

Jim began his career in the finance industry in 1994 with Smith Barney and has successfully worked for both larger financial institutions as well as small boutique investment firms prior to joining 1792 Wealth Advisors in 2025. He attended Widener University with a major in economics and a minor in accounting.

A lifelong resident of Monmouth County, Jim currently resides in Fair Haven with his wife of 24 years, Stephanie and their 3 children Alex, Christian and Abigail. In his spare time, he enjoys vacationing with his family, skiing, track days with his race car, and playing golf.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.