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Cascadia Wealth Management

Portland, Oregon, United States

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General Info:

Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 23 Financial Advisors with an average 14 years of experience. Many hold various professional designations and in addition to being qualified representatives, and 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. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future We are a full-service financial firm committed to helping people pursue  their financial goals. We offer a wide range of financial products and   services to individuals and business owners. We believe you will be   better able to identify your goals and make sound decisions to help  reach them by our providing sound financial information.

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