Build Manage Protect


We help our clients develop a plan to build assets.  Most build investments to create a comfortable retirement income.  Others might desire to build assets for other goals such as the educational needs of their children or grandchildren.  Regardless of the goal, we help clients design the plan and stay on track to accomplish their goals.


Whether our clients are retired or still saving for retirement or some other accumulation goal, we help them navigate the complicated arena of investment choices and tactics, changing tax laws, and volatile economic picture.  The goal is to build a smart, tax-efficient portfolio that will maximize return for a given amount of risk.  We also help clients manage other aspects of their financial lives and manage their estates to transfer important assets to the next generation while minimizing estate taxes.


Whether it's protecting assets or protecting families from loss, it's important that we help clients protect their most valuable assets.  Families need to be protected from the loss or disability of their loved one.   Portfolios need to be designed to deal with losses from taxes and market volatility.  Estates need to be protected from estate taxes.  We help clients evaluate their risk management goals and position insurance if needed to protect their family or business. 

(Click on a name for detailed contact information) 

Managing Partner: Charlie Stanton

Partners: Bill Hunt, S. Paul Webb, Adam Bishop, Dan Nash

Cascade Wealth Strategies Staff: Dawn Travers, Melanie Molina, Carly Chasse