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Cascade Wealth Strategies

10500 NE 8th St, Suite 1600
Bellevue, WA 98004
Phone:
  • (206) 728-2400
          BuildWe help our clients develop a plan ... Read More

 

 

 

 

 

 

 

 

 

 

Build

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.

Manage

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.

Protect

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

Cascade Wealth Strategies Staff: Dawn Travers, Melanie Molina, Beibei McKown, Shelby Hatlen

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck