FINANCIAL SOLUTIONS FOR YOUR LIFETIME™
Welcome! Cascadia Wealth Management is an association of independent wealth advisors with individual areas of focus and expertise, 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 expertise. 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.Find My Advisor
We feel that financial education is important for all our clients. When we visit with you, we will learn about your needs, goals, and preferences and will tailor our discussion to those areas that may be of greatest worth to you. Even so, you may benefit from exploring some of our videos, articles, and calculators.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Term insurance is the simplest form of life insurance. Here's how it works.
Purchasing homeowners insurance is critical for protecting your home.
Good employee health can be great for the company’s bottom line.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here’s a guide to explain all the parts of Medicare.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations? Here are three tips.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?