Welcome to Cascadia Wealth Management

Our Mission

To create and develop long-term relationships in providing Financial Solutions for Your Lifetime.  We truly believe that our success is only achieved as a result of your success

Your values.  Your vision.  Your goals.

At Cascadia Wealth Management, everything revolves around you.  Using your values, vision and goals as a compass, Cascadia gives you objective, independent financial planning delivered in a low-key, no-pressure style.

Financial planning for all the phases of your life.

We can help you build a nest egg for retirement, schedule adequate retirement income, and transfer your wealth to your heirs.

Best of all, our planning is completely customized to your life.

It’s a wise way to plan.

Cascadia provides you with access to premier institutional money managers, and the asset allocation professionals to help you diversify your portfolio and lessen exposure to risk.  Our collaborative planning multiplies the knowledge and experience at work for you.

It’s a team effort.

Cascadia offers you retirement strategies, tax-sensitive portfolio management, small business consultation, estate and charitable planning, college funding programs and many other services – all from the same trusted source.

Your Cascadia advisor will meet with you to understand your financial situation, and to learn what you want your money to accomplish.  By planning with your goals in mind and using a disciplined, defined strategy, we will help you increase the likelihood of your success.

Put power and knowledge on your side.

Financial planning is serious business.  While magazines, books and websites encourage you to “do it yourself,” naiveté and benign neglect can jeopardize your financial future.

You can certainly do it yourself, or you can do what other local business owners, professionals and individuals have done: you can contact Cascadia Wealth Management.