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. The firm appears to operate without affiliated philanthropic foundations, real-asset arms, or adjacent operating businesses. 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.