Broker Check

What We're About

Cascadia Wealth Management is an association of 17 Wealth Advisors with an average of more than 18 years of experience in financial services. Many hold advanced degrees and professional designations, in addition to being qualified financial advisors, and are licensed to recommend a wide variety of investment and insurance products.

Independent

Our firm is completely independent, which means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions.

Full Service

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. Find out more about our services here.

Our Clients

Our clients are individuals and businesses at all income levels and from all walks of life. Clients have the flexibility to work with us on either a one-time, as-needed, or on an ongoing basis. We welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need customized financial planning and ongoing investment management services.

To begin, or continue, a discussion with one of our wealth advisors, click here.