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.
Charlie Stanton, CFP®, ChFC®, CLU®, CASL®
Managing Partner, Retirement Planning Specialist
Charlie has spent his entire career as a financial advisor since 1995. He is the managing partner and founder of Cascade Wealth Strategies, LLC. Charlie is also a UW Graduate, and his educational background in engineering has served him well, as he continues to stay on top of the technical aspects of his field, maintaining certificates as a CFP, CLU, ChFC, and CASL. Charlie and his team focus on helping high-net-worth clients navigate the right path to achieve all of their financial goals.
He balances a successful financial advisor practice with a passion for life and his family. Charlie has been married to his wife Abby for 27 years. Their two 2 adult kids, Nick and Laurel, have always kept life interesting. Although home base is in Bellevue, Charlie has a passion for travel, and has been fortunate to cross off several bucket lists trips all over the world, with more to come. Charlie enjoys getting outdoors whenever possible to golf, enjoy Lake Washington, attend sporting events and concerts, or try new local restaurants. He also focuses on giving back to the community, with charitable ties to Seattle Children’s Hospital, Auction of Washington Wines, and others.
California Insurance License #: 0B82651
Arkansas Insurance License #: 669318
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.
Bill Hunt, CFP®, CDFA®, CLU®
Partner, Retirement Planning Specialist
Bill is a seasoned financial advisor with over 17 years of experience helping individuals and families achieve their financial goals. He graduated from the University of Washington with a Bachelor of Arts in Business Administration and began his career with Equitable Advisors in 2008.
Driven by a passion for educating clients and building personalized financial and retirement strategies, Bill earned the Certified Financial Planner™ (CFP®) designation and continues to expand his expertise. He also holds CDFA® and CLU credentials, a Retirement Planning Specialist designation from the Wharton School of Business, and is a Credentialed Holistic Financial Coach through Columbia University.
Bill primarily works with high level employees from the major tech companies here in the Greater Seattle area, guiding them through complex financial decisions with clarity and confidence. He has also worked with many Boeing and CHI Franciscan employees over the years.
He lives in Redmond with his wife and their two elementary-aged children.
Cascade Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.
Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.
Link to equitable.com
Privacy Policy
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.
S. Paul Webb
Partner, Retirement Planning Specialist
Paul entered the financial service industry in 2006 after graduating from the University of Washington with a concentration in Economics and Finance. He has continued his education with the UPenn Wharton School of Business to complete his executive education as a Retirement Planning Specialist. After starting a career with a national bank, Paul transitioned to AXA, now Equitable Advisors, and has been with the firm ever since. Paul is one of the founding members of Cascade Wealth Strategies and has built a top financial advisor practice within his broker dealer, focusing on high income/high net worth families. In his away time from his business and clients, Paul enjoys spending time at his vacation home in Eastern WA on the Columbia River. He has a passion for wine, boating, golf, attending local sporting events, and home design. Paul is currently working on building his forever home in Issaquah, with the help of his Wife, Jessica and son Caleb. He is fortunate to have settled into a career he loves, but nothing exceeds the rewards of being a Husband and Dad.
California Insurance License #: 4042810
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.
Adam Bishop
Partner
Advisor by day... husband, twin dad, musician, and goal setter by night! Adam is a graduate of the University of Washington and has had a career in finance since 2008. The part of his day to day he enjoys the most is collaborating with the rest of the Cascade Wealth team and the impact they have on clients and their families. Other passions include music, travel and Major League baseball. Adam has performed all over… from The Showbox and Benaroya Hall in Seattle, to the Whisky a Go Go and The Viper Room in Hollywood, all the way over to Lincoln Center in NYC. He's been to at least one ballgame in every MLB city (and even a handful in Korea and Japan), and has goals at some point to work and live abroad with his family for some period of time.
California Insurance License #: 0H86475
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
is not owned or operated by Equitable Advisors, LLC or its affiliates.
Dan Nash, CFP®
CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist
Dan is a Certified Financial Planner™ professional and a graduate of the University of Michigan. He maintains a Retirement Planning Specialist designation through the UPenn Wharton School of Business and is a Credentialed Holistic Financial Coach. Dan resides in Mill Creek, WA with his wife and daughter and is an avid golfer.
California Insurance License #: 4180416
Arkansas Insurance License #: 17371927
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Cascade Wealth Strategies, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.
Daniel Jang, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Dan was born and raised in the Greater Seattle Area. Upon graduating from the University of Washington, Dan entered his career as a financial consultant. Dan has a passion for making an impact on client’s lives and helping them to achieve their goals.
Outside of work, Dan is a huge Seattle sports fan. He played competitive baseball all the way through high school and after the cleats were hung up, Dan found a passion for competitive powerlifting. Dan currently lives with his wife and dog in the Renton Highlands area.
California Insurance License #4210411
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Cascade Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.
Amber Watson
Client Relationship Manager
Amber joined Cascade Wealth in 2024 as a Client Relationship Manager. She has a deep passion for helping others and takes pride in the direct impact she and the team are able to have on clients' lives. Previously, she worked in the mortgage industry and has also spent time in the non-profit sector. Born and raised in Nebraska - forever a Cornhusker - she now happily calls Washington home with her husband and daughter.
Melanie Francis
Client Relationship Manager
Melanie Francis joined Cascade Wealth Strategies in 2013 and has been in the financial services industry since 2011 supporting advisor’s practices. Melanie’s role as “Client Relationship Manager” is account administration and client service where she helps ensure a seamless client experience. Melanie was born and raised in Orange, California but later moved to Washington state to study at Northwest University and now lives in Lake Stevens with her husband.
Yuliya Goldenshteyn
Client Relationship Manager
Yuliya joined Cascade Wealth in January 2021 as a Client Relationship Manager. She has over 15 years of experience in the Financial Services industry. Previous roles in the industry included Pension Trust Auditing, Compliance, Operations, and Client Services.
Jessamyn Lim
Client Relationship Manager
Jessamyn “Jess” joined Cascade Wealth Strategies in 2024 as a Client Relationship Manager and have been working in financial services since 2012 supporting advisors in their practices. Born and raised in California, my family now calls Washington home.
OUr Services
How We Help
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 Management
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.
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.
