Company

Cascade Wealth Management

Investment Management 4 employees

Employees: 4
Contacts: 1
Emails: 1
Phones: 1

cascadewealth.com LinkedIn

Cascade Wealth Management Overview

Website: cascadewealth.com
Industry: Investment Management
Employees: 4
Founded: 2002
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management

About Cascade Wealth Management

Cascade Wealth Management offers comprehensive financial planning and investment management services. We advocate "Intelligent Investing" - low cost passive investing. Our investment management fees are 0.75% with a minimum annual fee of $3,000. The firm is independent and fee only. We do not sell products or earn commissions.

Cascade Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage
Phone contacts: 1; 33.3% coverage

Cascade Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Anna Hansen	Wealth Manager Assistant	Bend, Oregon, United States	View
Bryan Wiepert	Founder - Cascade Wealth Group	Lake Oswego, Oregon, United States	Email Phone
Leslie La Motte	Wealth Advisor at Cascade Wealth		View