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Cascadia Wealth Management

Financial Solutions for Your LifetimeTM

Skyline view of Portland Portland, OR Cascadia Wealth Management


Cascadia Wealth Management is an association of independent financial advisors with individual areas of focus and knowledge, but who share a common “client first” set of values. To better serve our select clients, we share technology, administrative support, investment research, and planning experience. You may be in the right place if you could benefit from the assistance of an experienced professional for your wealth planning and portfolio management needs.

If you were referred to us, find the advisor to whom you were referred by clicking here or the “WHO WE ARE” menu item above. If you would like to make an initial contact, click here.

We Welcome Clients Interested In

One-time financial consultation Portland, OR Cascadia Wealth Management

A One-Time Financial Consultation or Second Opinion

Customized Financial Planning Portland, OR Cascadia Wealth Management

Customized Financial Planning

Ongoing Investment Management Services Portland, OR Cascadia Wealth Management

Ongoing Investment Management Services

You create the agenda…

Our clients are individuals and businesses at all income levels and from all walks of life. Many clients come to us to get answers to pressing financial questions, like “do I have enough money to retire?” or “will my money last as long as I do?”. Others are wanting to understand the risk characteristics of their current portfolio. We welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need customized financial planning and ongoing investment management services.

To begin, or continue, a discussion with one of our financial advisors, click here.

Older gentleman holding hand of young child Portland, OR Cascadia Wealth Management

Get to Know Your CWM Advisor

Portland Office Advisors

Other Cascadia Offices

Team Members | Portland Office

Team Members | McMinnville Office

Managing Principals | Portland Office