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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
How Income Taxes Work
A quick look at how federal income taxes work.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retirees traveling abroad need to know that their health insurance travels with them.
Second marriages are a trigger event to revisit any existing estate strategies.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Read this overview to learn how financial advisors are compensated.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
For women, retirement strategy is a long race. It’s helpful to know the route.
If you died, what would happen to your email archives, social profiles and online accounts?
Make your retirement as exciting as your next vacation.
Have you found yourself suddenly single? Here are 3 steps to take right now.