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.
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.
Assets Placed Under Management
Years Combined Experience
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.
A thorough examination of your current financial situation and a deep dive into your goals and what is important to YOU.
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.
How We Help
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 limited 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.Contact Us