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Our Services

Services Overview

At Cascadia Wealth Management, our objective is to help you understand your unique financial options so you can make smart, well-informed decisions. As a completely independent firm, we are able to develop and implement investment strategies with only one allegiance – to you, our client. 

Our services include:
Financial Planning 

    • Goal-based Strategic Financial Planning 
    • Tax Planning · Mortgage Planning 
    • Retirement Income Planning 
    • Business Planning 
    • College Fund Planning 
    • Estate Planning 
    • Insurance Planning 
  • Coordination with Legal and Tax Professionals 
  • Risk management and cash flow planning 
  • Business succession planning 

Investment Management 

  • Portfolio design and asset allocation 
    • Investment analysis 
    • Retirement account management 
    • Traditional Stock, Bonds, Mutual Funds, ETFs 
    • Separately managed accounts (SMAs) 
    • Institutional money management 
    • Direct participation programs 
  • Socially conscious strategies