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Cascade Wealth Management is a fee only
Registered Investment Advisor.
The firm’s mission is to help you take actions that will enable you to
feel secure, confident and optimistic about your financial
circumstances and your financial future. We realize that this has
become a more challenging goal given the current economic environment
of rising inflation, declining financial markets, and a weakening
housing market.
We know that individuals who develop a sound plan, implement their
plan, and remain committed to their plan consistently achieve their
goals. Our responsibility is to guide you through this process and
remain by your side to help you stay on course.
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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.
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