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Portland Office - Headquarters

Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 24 Financial Advisors with an average 14 years of experience. Many hold various professional designations and in addition to being qualified representatives, and are licensed to sell a variety of investment and insurance products.

Our firm is independently managed, so our loyalty belongs exclusively to our clients -- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Learn more about our team.