Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 30 Financial Advisors with an average 15 years of experience. Many hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.
Investment advisory services offered through Cascadia Advisory Services, an SEC Registered Investment Advisor and/or Cetera Advisors LLC, member FINRA/SIPC. Brokerage services offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services and Cascadia Wealth Management are independent companies, separate from Cetera Advisors LLC.
Industry
Financial Services, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales
HQ Location
8050 SW Pfaffle Street
# 100
Portland, OR 97223, US
Keywords
Wealth ManagementRetirement PlanningFinancial PlanningEstate PlanningInvestment Strategy & ManagementRisk Management