Legal Disclosures

Disclosure Brochure

As a Registered Investment Advisor, Cascade Wealth Management is required (under the Investment Advisers Act of 1940) to provide all clients with a document, which contains information about our advisors’ education, business and disciplinary history. It also provides information about our services, fees and investment strategies. We provide this information in the form of a Disclosure Brochure. Please contact us for a copy of CWM's brochure.

Privacy Policy

Under the Gramm-Leach-Bliley Act we are required to adhere to strict privacy laws and regulations. These requirements were adopted by the Federal Trade Commission and by the State of Oregon. Please review this policy which describes how we protect your personal information.

Disclaimer

This web site is intended to provide the visitor with an understanding of Cascade Wealth Management’s approach to financial planning and investment management. It also outlines our services and fees.

The web site is not intended to be an offer or a solicitation, except in states where the firm is registered or in states which provide an exemption or exclusion from such registration.

The information on this site has been obtained through a variety of sources. We have identified them where appropriate. While we believe this information is accurate and reliable, we cannot and do not warranty or guarantee this. We will not be liable for any errors or in accuracies on this site, regardless of source.

Past performance is not a guarantee of future performance. Investing is inherently risky. You should not invest in any security unless you understand the risks and the costs.

There are tax consequences associated with investing. Please consult your tax professional before investing.

We provide no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this web site or any web site to which it is linked.