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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Building wealth requires protection from the forces of wealth destruction.
If you find it hard to attain personal life goals, there’s an app for that!
Calculating your potential Social Security benefit is a three-step process.
Technology tips to make your next trip even better.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?