Print
PDF

Why Cascade Wealth Advisors?

Life can be uncertain. Your financial future shouldn't be.

At Cascade Wealth Advisors, wealth management isn't just about offering you investment advice. It's about working closely with you to identify your hopes and dreams for the future and developing a financial strategy that will help you achieve them.

Comprehensive Financial Planning

Financial planning excellence is more than world-class investment management. Investment strategy is only part of the overall solution. Our clients enjoy access to a truly comprehensive wealth management program.

Most financial advisor firms focus on investment management, and overlook other financial aspects which may be critical to success. This is counterproductive to achieving all of your retirement planning goals, as your investment portfolio should work in concert with your retirement plan – not independent of it.

With our comprehensive approach we may assist with planning and guidance in multiple financial areas such as tax and estate, risk management and cash flow management. Your financial picture isn't bound by a focus on investments, and your financial planner shouldn't be either!

Fiduciary Financial Advisor Services

We're an independent Registered Investment Advisor firm. As such we can acknowledge in writing our fiduciary obligation to clients.

Other financial advisors have a similar fiduciary responsibility to the firm they work for. If they claim they're a fiduciary to you ask them to put it in writing.

THE DEFINITION OF FIDUCIARY

The Board of Directors, Representatives, and Financial Advisors comprising NAPFA (The National Association of Personal Financial Advisors ) have adopted the following definition of Fiduciary:

fi-du-ci-ar-y – A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

NAPFA believes advisors must receive compensation only from their clients, must disclose any possible conflicts of interest, and must be loyal to the best interests of their clients.

We're a truly independent fee only financial advisor which embraces our Fiduciary responsibility to each and every client.

The Independence You Deserve

Why is our independence important? Independence assures that the guidance we offer is tailored to our clients' unique situations, rather than a pre-determined menu of products. You can be certain that your wealth management plans are focused exclusively on your personal goals, and that those plans will continuously evolve to assure success.

There's a freedom that comes from being independent – the freedom to build a custom portfolio for you without being limited to standard models, the freedom to choose the best investments available without being constrained by house brands, the freedom to service you as you wish to be without being pressured by sales quotas, and the freedom to manage our firm in the best interests of our clients.

Investment Portfolio Solutions

Investment management strategy and portfolio construction is paramount to investment success. However, if the investment tools implemented are standard retail broker sold solutions, you're simply leaving money on the table.

We use only institutional caliber investments for our client portfolios. As a fee only financial advisor, our only incentive is delivering the results our clients need to realize their vision of retirement. Every dollar counts, and throwing away money through high cost, big commission, inefficient investments is simply foolish.

Our portfolios are implemented with lower costs, lower trading fees, and more efficiently with broader diversification using institutional mutual funds and ETF's. We choose only the very best investment solutions completely independent of brokerage or insurance firms.

Financial Planning

Roadmap to Financial Independence

Learn More

Investment Management

Understanding Investment Options and Risk

Learn More

Business Solutions

Retirement Plans for Businesses and their Owners

Learn More