Your vision. Your values. Your Goals.
At Cascadia Wealth Management, everything revolves around you. There’s no hidden corporate agenda here. Based on your vision, your values and your goals, Cascadia financial advisors provide you with objective, independent financial planning — delivered in a low-key, no-pressure style.
Financial planning for all the stages of your life.
We can help you manage the risk in your portfolio, schedule adequate retirement income, and transfer your wealth to your heirs. Best of all, our planning is completely customized to your life.
Cascadia Wealth Management provides you with access to premier institutional money managers, and the financial planning professionals to help you diversify your portfolio and lessen exposure to risk — regardless of the economic environment.
It’s a team effort.
The McMinnville office is led by Financial Advisors, Kip Mechals and Eric Adler, and by Director of Client Services, Kyong Porreco— all three veterans in the financial services industry.
For services outside of our experience, we can collaborate with your existing team of tax, legal or other advisors or we can recommend professionals from our network of trusted partners if you need a referral.
Our integrated planning methodology multiplies the knowledge and experience that’s at work for you.
Put power and knowledge on your side.
Cascadia Wealth Management offers retirement strategies, tax-sensitive portfolio management, estate and charitable planning, long-term care planning, college funding programs and many other services — all from the same trusted source.
Your Cascadia financial advisor will meet with you to understand your financial situation, and to learn what you want your assets to accomplish. By planning with your goals in mind and using a disciplined, defined strategy, we will help you mitigate the risks of market volatility and increase the likelihood of your success.
Ready to plan for your future?
Contact us today to make an appointment to share your vision.