Terry Donahe provides clients with the guidance and support that will allow them to use their financial resources to realize their unique personal and family goals.
About Cascade Wealth Management:
A Financial Planning and Investment Management Firm
Are you uncertain about who you can trust with your money? Are you concerned about your ability to maintain your lifestyle in retirement? You are not alone.
Terry Donahe formed Cascade Wealth as an independent firm, so that he could focus solely on his clients and serve only their needs. Terry believes in and practices transparency. Please explore the site. If you have further questions or would like to meet, please contact Terry.
Most people meet their financial advisor through a co-worker, a friend, or a social organization. Further, very few people perform any due diligence before engaging a new advisor. Sometimes this works out. Too often it does not.
What should you look for in a financial advisor? We have scanned numerous consumer-oriented web sites and here's what they generally recommend:
- Independence
- Professional credentials (CERTIFIED PERSONAL FINANCIAL PLANNER™)
- Experience
- Fee-Only compensation
Based in Lake Oswego, Oregon, Cascade Wealth Management provides comprehensive Financial Planning and Passive Investment Management services to business owners, professionals, and affluent retirees throughout Oregon and SW Washington.
What sets us apart:
- Independence
- Exceptional academic & professional credentials
- 20+ years of experience
- Fee Only compensation
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4248 Galewood Street, Lake Oswego, OR 97035 |