Kades & Cheifetz

Kades & Cheifetz

Kades & Cheifetz opened in Berwyn, Pennsylvania in 2016 as a registered investment adviser built around the partnership of Michael Kades and Joseph Cheifetz. The firm's founding purpose was to deliver asset management and financial planning to individuals, high-net-worth families, and related trusts. This dual-line model — investment management run alongside comprehensive planning — reflects the practitioner-led architecture often found in suburban wealth corridors where client relationships demand a generalist touch rather than institutional product-slicing. The firm operates a traditional registered investment adviser model, managing discretionary and non-discretionary accounts across equity, fixed income, and multi-asset portfolios. Typical allocations lean on low-cost ETFs, individual securities, and municipal bonds tailored to clients concentrated in the Mid-Atlantic region. The firm's Form ADV filings indicate it serves a client base split between individual retail investors and higher-net-worth households, with planning services extending into tax coordination and estate review. No public record of fund-of-funds commitments, direct co-investment vehicles, or private-market allocations has been identified. Kades & Cheifetz maintains a single office in Berwyn and has not disclosed total professionals or firm-wide assets under management. No publicly reported investment transactions, fund closings, or team expansions from the last 24 months have been identified in the public record. What distinguishes Kades & Cheifetz structurally is its pairing of two named founders — partners whose personal names form the firm's brand — operating in a suburban advisory market where wirehouse breakaways and solo practitioners dominate. That named-partnership architecture places personal reputation at the center of the enterprise, a dynamic that shapes client acquisition, succession planning, and risk tolerance in ways that differ from institutional platforms or private-bank trust departments.