CSA Financial Advisors, a leader in helping clients manage and grow their wealth, announces today that it has changed its name to Cassady Schiller Wealth Management. The name change helps the firm align more closely with the Cassady Schiller brand and more importantly, better reflects the diverse and comprehensive offerings they provide to their clients.
“Our objective since day one has been to help our clients achieve their financial goals,” said Michael Clark, Managing Partner of Cassady Schiller. “Our new name emphasizes our commitment to providing a first-class experience to our clients each and every day. We look forward to continuing to build strong relationships with clients and help them plan for their future.”
Cassady Schiller Wealth Management, led by Jim McGrath, is a fast growing division of Cassady Schiller CPAs & Advisors. In the last 18 months, the firm has increased its assets under management by nearly 70% and anticipates further growth in the years to come. Cassady Schiller Wealth Management continues to provide outstanding client service and has doubled its staff in the last 18 months, including the recent addition of Brad Schueler. Schueler has more than 11 years of experience in the financial service industry and is a graduate of the University of Kentucky. Cassady Schiller Wealth Management will continue to add to its talented team to deliver smart solutions and excellent service.
In addition to increasing assets under management and staff, the firm is improving the overall client experience with a new industry-leading, state-of-the-art client portal. This new technology will offer an easier and more convenient way for clients to track their financial plan and stay connected.
“Technology is such an important part of our lives and we’re excited to introduce the new system to allow clients to manage their finances anytime, anywhere. This new system will help our clients be informed and feel more confident on their financial journey,” said McGrath.