BUILD

A plan to achieve YOUR goals

Our Mission

MANAGE

Life changes, so too must YOUR plan.

Our Services

PROTECT

Stewards to guide you along your journey.

Our Process

Your Trusted Partners. For Life.

Our mission is to build trust, effect meaningful and measurable change, and to have a positive impact on the lives of our clients and their families. With more than 60-years of combined investment and planning experience, our collaborative team is here for YOU.

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Our Mission

Educate, advise, and empower. At Cascade Wealth Strategies, our mission is to provide a clear understanding of how our clients are tracking toward their goals, and implement a plan to help them achieve financial success.

$660Million

Assets Under Management

64

Years Combined Experience

Our Process

Introduction TEAMs/ Call

A brief initial introduction to our team/ process. Answer immediate questions, and identify if there is opportunity and interest in you partnering with our firm.

Discovery Session

A thorough examination of your current financial situation and a deep dive into your goals and what is important to YOU.

Strategy Sessions

See where all your hard work will get you. Most of our clients have done an incredible job building wealth, but do not have a clear vision of how it aligns to their goals. Learn where there is opportunity for improvement - how to be more tax efficient in your investing and specific strategies that will optimize your situation.

Proactive Touchpoints and Review Sessions

A plan is only as good as the care with which it is tended. In partnering with us, expect to hold regular reviews throughout the year, and, for us to reach out periodically to ensure you are staying on track.

 

Our Team

Dawn Travers

Operations Manager

Melanie Francis

Client Relationship Manager

Yuliya Goldenshteyn

Client Relationship Manager

Michael Williams

Client Relationship Manager

Elizabeth Baldwin

Executive Assistant

How We Help

Our Services

FULL Goal-Based Financial Planning. Tell us what is important to you. We will build the plan to get it done.

INVESTMENT PLANNING

You are very likely doing a few good things, but…Are your portfolios maximized for growth? Overexposed to risk? Optimally positioned around your goals and tolerance for risk? We help answer these questions, educate you on your options, and effect meaningful changes to improve outlook toward achieving your goals.

Education Planning

Planning appropriately for education costs is a challenge as the institution selected can dramatically influence what that expense looks like. We will help navigate the best ways to build towards these goals, ensure flexibility in your plan and discuss what happens if goals are over funded.

 

Retirement Planning

Financial independence is on everyone’s agenda. Whether that is an early retirement with the financial freedom to choose the next stage of your career, or ensuring your family doesn’t have to adjust the lifestyle your accustomed to, we will help model and execute on a plan that makes your dreams a reality.

 

Protecting Your Wealth

Whether it's protecting assets or protecting families from loss, it's important that we help clients protect their most valuable assets. 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 the right programs to protect their family or business.

 

LIFE EVENTS

As life changes your plan needs to adapt. We constantly help clients navigate changes in their careers, real estate transactions, and family changes. Having a fluid plan and process to adapt to these variations is crucial.

Your Advice. When YOU need it.

Clients are clients of the firm. You have a team of advisors and staff at your disposal both to provide advice as well as a platinum level of service. Our clients come first and you definitely will see the difference of a boutique firm servicing a limit number of households.

Share YOUR vision with us.

Our goal is to help you live confidently today, knowing that your vision for retirement is being built and is on track.

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Have Questions for Our Team? Let's Talk!

Community Involvements

We make a living by what we get, we make a life by what we give.

Our Office

Phone: (206) 728-2400
Fax: (206) 956-6212
Email: support@cascadews.com
 
 
 

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