James L. Cady,
CEPA® SVP, Partner,1792 Wealth Advisors Wealth Advisor, RJFSManaging 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.
