Cascade Wealth Management Advisors

The founder of Cascade Wealth Management, Terry Donahe has been working as a wealth advisor to business owners, professionals, and affluent retirees for more than 20 years. As clients can attest, Terry takes pride in creating personalized, thoughtful client relationships that result in empowered, informed decisions. He specializes in advising clients who have experienced a significant “liquidity event” as a result of inheritance, retirement, legal settlement, divorce or the sale of an asset.

A native of West Linn, Oregon, Terry graduated from Stanford University with a bachelor’s degree in Economics. He then moved to New York City where he started his career as a Financial Advisor. He returned to Oregon in 2001 and, soon thereafter, established Cascade Wealth Management, LLC.

Terry holds masters degrees from the American College in both Management and Financial Services. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant and a Chartered Life Underwriter. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He is also an adjunct faculty member at the University of Portland’s Pamplin School of Business where he teaches the Fundamentals of Investing.

Terry has been quoted in The Wall Street Journal, The New York Times and The Oregonian. He has spoken before the Oregon CPA Society, the American Association of Individual Investors and numerous community groups. He has also been featured on the Oregon Public Broadcasting (OPB) show, Think Out Loud.

Terry lives in Lake Oswego. His personal interests include skiing, backpacking, climbing, and adventure travel. He does volunteer work for Stanford University, Oregon Public Broadcasting (OPB), Mazamas, and the Mt. Hood Ski Patrol.