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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A collection of tips from professional travelers.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How do the markets usually react to elections? Was the 2016 election any different?