A complete list of active advisors currently associated with Cascade Financial Strategies

Warmer can help you find a great advisor at Cascade Financial Strategies or one who fits your needs even better.

Cascade Financial Strategies serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and pension consulting. The three-advisor firm manages roughly $151 million for about 307 client relationships and provides discretionary investment management using mutual funds, ETFs, individual stocks and bonds, and, for accredited clients, access to private placements and certain estate-planning strategies. The firm tailors portfolios to client objectives and risk tolerances, conducts at least quarterly account reviews, and applies fundamental analysis and ESG screening when requested to inform security selection. Custody and trade execution are provided through Charles Schwab, the firm no longer sells commissionable securities (advisors do not maintain securities licenses), and Cascade may negotiate fees or provide planning fee offsets when clients engage multiple services. Noteworthy distinctions include an explicit ERISA-aware pension consulting practice that can include participant education workshops and fiduciary acknowledgments for plan work, and the use of a modest allocation (approximately 4% of firm assets) to illiquid alternatives such as non-traded REITs and private placements for qualified clients. The firm also uses client testimonials in its advertising—an uncommon practice among similarly supported firms—and discloses receipt of custodial support services from Schwab while generally declining proxy-voting authority.

To learn more about the advisors currently working at Cascade Financial Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.