Cascade Wealth Management Solutions Inc.

Overview

Cascade Wealth Management Solutions Inc. is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners. Its compensation model blends a percentage-of-assets-under-management fee with hourly charges for planning or advisory work. Investment emphasis is equity-oriented: the firm favors exchange-traded equities and uses ETFs as a primary implementation vehicle. Mutual funds are used in some portfolios as a complement. Cascade is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. Its business model centers on discretionary portfolio management and ongoing planning relationships with retail clients.

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Location & Offices