Team
At Cuddy Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Cheryl L. Cuddy Co-Founder and Director of Operations of Cuddy Wealth Management with 31 years of experience assisting clients in securing and maintaining client's wealth through strategic insurance planning. As an Executive...
Daniel C. Cuddy, Jr., Founder and CEO of Cuddy Wealth Management with over 33 years of experience helping his clients build and preserve wealth up to and through retirement. Dan specializes in assisting his clients to plan a secure...
Elizabeth N. Cuddy is the Director of Client Services bringing service excellence to the forefront of our group. She provides a passion for building personal relationships with our clients. Elizabeth is a licensed insurance...
Katherine A. Cuddy a Client Services Associate. As Katie advances towards her Financial Services licenses, she heads up the applications processing and data base management. Working meticulously to improve upon daily operations and...