A complete list of active advisors currently associated with Cascade Wealth LLC

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

Cascade Wealth LLC provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, and acts as a fiduciary when advising on retirement accounts, including ERISA and IRAs. Services include both discretionary and non-discretionary investment management as well as standalone or integrated financial planning engagements. The firm typically builds diversified portfolios using exchange-traded funds, mutual funds, individual equities, and fixed income with a primarily long-term orientation while permitting shorter-term trades for rebalancing or cash needs. Investment decisions draw on both fundamental and technical analysis, and the firm generally excludes leveraged or inverse products from client portfolios. Noteworthy features for a small independent advisor include a relatively compact client base and roughly $30.7 million in assets under management, no stated account minimum, and an emphasis on retirement-plan expertise (the firm’s lead advisor holds a CRPS designation and has prior institutional experience). Cascade Wealth maintains an institutional relationship with its recommended custodian that provides software and economic benefits to the firm (a disclosed potential conflict of interest), and it does not accept custody of client assets except for authorized fee deductions.

To learn more about the advisors currently working at Cascade Wealth LLC, 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.

Name	Location	Years of experience
Chad Onufrechuk	Belmont, MA	5

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