Cascadia Wealth Management is an association of independent financial advisors with individual areas of focus and knowledge, 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 experience.
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. Our clients are individuals and businesses at all income levels and from all walks of life. Many clients come to us to get answers to pressing financial questions, like "do I have enough money to retire?" or "will my money last as long as I do?".
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. Our clients are individuals and businesses at all income levels and from all walks of life. Many clients come to us to get answers to pressing financial questions, like "do I have enough money to retire?" or "will my money last as long as I do?".
Services
Cascadia advisors have an average of 20 years of experience providing financial advice and solutions to individuals and families like yours. Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.
Cascadia Wealth Management is an association of 16 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.
Some of our advisors offer advisory services (financial planning, investment management, etc.) through Cascadia Advisory Services, LLC (CAS) a Securities and Exchange Commission (SEC) Registered Investment Advisor.
While Cascadia Wealth Management (CWM) advisors have been offering advisory services for almost twenty years, several industry trends led us to create our own Registered Investment Advisor (RIA) firm to even better align our services with CWM clients.Since inception CAS has grown to over $680 million in assets under management and serves over 1,200 households.
While Cascadia Wealth Management (CWM) advisors have been offering advisory services for almost twenty years, several industry trends led us to create our own Registered Investment Advisor (RIA) firm to even better align our services with CWM clients.Since inception CAS has grown to over $680 million in assets under management and serves over 1,200 households.
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George Mase
Jul 03, 2021
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