Advice and Service Together
Some of our advisors offer advisory services (financial planning, investment management, etc.) through Cascadia Advisory Services, LLC (CAS) a Securities and Exchange Commission (SEC) Registered Investment Advisor. Please see your advisor's bio on the Who We Are page to see if your advisor is affiliated with CAS.
While Cascadia Wealth Management (CWM) advisors have been offering advisory services for almost twenty years, several industry trends led us to create our own Registered Investment Advisor (RIA) firm to even better align our services with CWM clients. Since inception CAS has grown to over $680 million in assets under management and serves over 1,200 households. Please see our ADV Part 2A and our ADV Form CRS which provides information about CAS in a standard format laid out by the SEC.
Protecting your personal and financial information is very important to us. The Notice of Privacy Practices explains some of the ways we safeguard your information and the limited conditions under which we may share it (for example, with the custodian of your account).