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.
Company Details
- Employees
- 4
- Founded
- 2002
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cascadewealth.com
- Keywords
- Investment Management.
Cascade Wealth Management Questions
Cascade Wealth Management's website is cascadewealth.com
Cascade Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cascade-wealth-management
Cascade Wealth Management has
4 employees.
View email and phone details for 4
employees at Cascade Wealth Management.
Cascade Wealth Management's industry is
Investment Management
Cascade Wealth Management's top competitors are
Bell Partners Finance,
Springs Wealth Group,
Cascade Corporation,
Prospera Financial,
Roi.us Corporation,
Cascade Revenue Management - An Aima Group Company,
Cascada Wealth,
Cascade Wealth Strategies,
Cascade.io,
Beach House Wealth Management.
Cascade Wealth Management's categories are Investment Management
Cascade Wealth Management's founding year is 2002
