A complete list of active advisors currently associated with Cascade Wealth Management Solutions Inc.
Warmer can help you find a great advisor at Cascade Wealth Management Solutions Inc. or one who fits your needs even better.
Cascade Wealth Management Solutions provides discretionary asset management and financial planning and consulting to individual clients, with an emphasis on high-net-worth households; the firm reports roughly $16.6 million in assets under management across about 76 clients. Offerings include ongoing portfolio management tailored to client goals and time horizons, full financial plans, and topic-specific consultations. The firm’s investment approach uses fundamental analysis and documented client profiles to set asset allocation, risk tolerance, and trading decisions, with quarterly reviews that consider rebalancing and tax-loss harvesting opportunities. Clients may impose written investment restrictions and the firm directs custody to a specific platform (Altruist), managing each account separately rather than aggregating transactions. Distinctive features relative to many peers include an apparent focus away from non–high-net-worth individual clients and its status as a recently established advisor (founded 2024, registered 2025). The firm also does not vote client proxies and does not outsource investment selection to other advisors, practices that differ from several independent advisers.
To learn more about the advisors currently working at Cascade Wealth Management Solutions Inc., 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 |
|---|---|---|
Pittsfield, MA
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")