The economic crisis has been described as a “reset” for this generation. Just as the Depression profoundly affected those who experienced it, the current financial meltdown may alter the way we go about our lives.

We firmly believe tremendous good can come from this deep recession. Losses in your portfolio can be the motivation to review your financial situation and assess your future. This will orient you and provide you with a sense of direction. You can then make the changes necessary to reach your goals.

We believe in “intelligent investing” and we invite you to explore what we can do for you.
 

We can help you by addressing you unique investment management and financial planning needs. We do this while preserving your confidentiality, acting solely in your best interests and maintaining the highest ethical standards. Further, we recognize and accept our role as a fiduciary in our relationship with you.

The firm’s founder, Terry Donahe, has 20 years experience working as an advisor. He is knowledgeable, skilled, and credentialed. Most important he is committed to doing the “right thing” and helping people like you achieve your unique objectives.

Terry also posts an Intelligent Investing blog at: cascadewealth.blogspot.com. We invite you to visit out blog and share in the discussion there.
 

DISCLOSURE: The State of Oregon requires that all Registered Investment Advisors provide clients certain information about their practices, services, fees, background, etc.  To download this information for Cascade Wealth Management, LLC CLICK HERE.

Cascade Wealth Management, LLC ("CWM") is registered with the State of Oregon as an investment adviser. This web site is intended for citizens and residents of the United States only and those states where CWM is a registered advisor. All information contained herein is for informational purposes only, should not be construed as investment advice, and does not constitute an offer, solicitation or recommendation to purchase any security or investment advisory service.