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.
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.
Assets Placed Under Management
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 ManagerYuliya Goldenshteyn
Client Relationship ManagerMichael Williams
Client Relationship ManagerElizabeth Baldwin
Executive AssistantHow 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 limited number of households.
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
10500 NE 8th Street, Suite 1600
Bellevue, WA 98004