Welcome to Cascade Wealth Management

A Financial Planning & Investment Management Firm serving clients in Portland & SW Washington

Cascade Wealth is an independent, Fee-Only Registered Investment Advisor. We offer comprehensive Financial Planning and Passive Investment Management services.

Please explore our site and learn how we can help you achieve your goals.

Comprehensive
Financial Planning

Work with a Fee-Only CERTIFIED FINANCIAL PLANNER™ to build your wealth, manage risk and realize your long-term financial goals.

Pursue your financial dreams.

“Intelligent”
Investment Management

Explore a Fee-Only, Low-Cost, Passive approach to investing which is based on Nobel Prize-winning academic research.

Benefit from Low-Cost Passive Investment Management.

 

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