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.
We Welcome Clients Interested In
A One-Time Financial Consultation or Second Opinion
Customized Financial Planning
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.