Cedar Hill Wealth Management

Goals & Objectives

Make a plan.

Goal Setting

Our planning tools can help guide you. link

Investment Strategy

link

Looking for Guidance?

Investment Strategy

Learn more about our strategy.

Asset Allocation

Time to Diversify.

Asset Allocation

Learn about our asset allocation strategies. link

Business Continuity Plan

Cedar Hill Associates, LLC has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. We are providing this information as a resource in the event of an unexpected disruption of disaster.

Our goal is to quickly recover business operations, with minimal or no disruption, after an event that restricts our ability to operate as a business. We will strive to achieve this while still safeguarding our employees, firm property and files, and any client information in our possession.

Our plan covers the relevant systems, locations and communications necessary to continue our business to assure that our clients have access to their funds and our continued management of their assets.

Our plan additionally covers scenarios when our custodians or critical vendor have disruptions that may restrict our ability to continue our business in an efficient manner.

Depending on the severity of the event will determine how quickly we will resume normal business and/or how affected our clients will be. We will update this site as necessary to communicate to clients all relevant information.

Contacting Us
Even in the event of a significant business disruption or for more information on this plan, you can contact us as you usually do at 312.445.2900 or, email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Contacting our Custodians
If you are looking for information on your accounts or you wish to submit a trade, cash disbursements, securities transfers, etc., and cannot contact us, please reach out to your custodian directly at:

RBC Wealth Management
Phone: 800-759-4029

Charles Schwab
Phone: 877-738-6809
Fax: 877-806-4137

TD Ameritrade
Phone: 800-431-3500
Fax: 866-468-6268

Mid-Atlantic Trust (assets custodied at National Financial Services)
Phone: 412-391-7077
Fax: 412-391-7220
NFS Phone: 617-563-5977