Dedication to meeting your needs is
What We're About
Cascadia Wealth Management is an association of 16 Wealth Advisors with an average of more than 18 years of experience in financial services. Many hold advanced degrees and professional designations, in addition to being qualified financial advisors, and are licensed to recommend a wide variety of investment and insurance products.
Our Dedication to Your Needs Is
Why We’re Here Today
With a client-first set of values, we enjoy connecting with those we work with on a professional and personal level. Our clients are individuals and businesses of all income levels and come from all walks of life. No matter your circumstances, we do our best to address and help you reach your goals.
How We Operate
Transparency
We believe that part of our role is to speak the truth regarding your financial situation as we see it, even if sometimes that message is difficult to hear. That transparency also includes making sure you understand the pros and the cons of each investment or strategy we recommend to you, including any costs or fees you may pay.
Independence
Our firm is completely independent, which means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions.
What We Offer
Financial Planning
We’ll work with you to address the details of your financial picture in order to ensure that you’re on the right path toward achieving financial confidence. Our advisors are happy to collaborate directly with your other preferred professionals, including CPAs or attorneys, in order to align your estate plan, taxes, etc. with the rest of your comprehensive plan.
Investment & Portfolio Management
Using your financial plan and personal investment profile as a guide, we develop an investment strategy designed to meet your financial objectives bounded by your willingness and ability to take risk. We then implement and the strategy selecting specific investments for your portfolio. On a regular basis we monitor the investment portfolio and check in with you to update or strategy based on changing needs.
Who We Serve
Wealth Accumulators
We help those who are just starting to accumulate retirement funds and those who are well on their way to reaching their accumulation goals. We also work with business owners who are preparing to transition the value of their business into financial wealth. Others we work with have received wealth from an unfortunate life event and need help in structuring their financial lives going forward.
Retirees
We help people who are near or in retirement structure their financial and investment lives to meet their income needs with a special focus on preserving the assets they’ve worked so hard to accumulate. We also help people who desire to leave a financial legacy to their family and/or to do their version of good in the world determine how to best structure their estate to maximize the positive impact of their financial resources.
Whether you’re in the wealth building phase of your life or you are balancing work and family while optimizing your finances, we can develop solutions that will address your needs and help simplify your concerns.
