Bryan Wiepert Email & Phone Number

Lake Oswego, Oregon

As a founding member of Cascade Wealth Group, I am so proud of the opportunity to be part of a team who's sole focus and mission is Client-Centered Wealth Management. Your success is our success. We work with clients daily to help formulate and execute a plan to achieve both personal and financial goals. At our core we believe that we can only do this by focusing entirely on what is best for our clients - no quotas, no agendas, no pushing products, no hidden fees. We don't answer to a stock price or corporate agenda - just a truly independent adviser with your best interest in mind. This approach allows us to create unique wealth management strategies that take into account each individual client's long-term goals and personal life objectives. We look forward to sitting down with you and helping to make those goals a reality.

Lake Oswego

I specialize in creating unique wealth management strategies for affluent individuals and families. Primarily I help our clients with asset management, risk management, estate planning, real estate planning and generational wealth transfer. I help my clients solve problems, no matter what they are. Through creating customized wealth management strategies my clients will be well prepared no matter what the future holds.

Portland, Oregon Area

Worked with affluent individuals and families creating wealth management strategies centered around risk management. Focusing on alternative investments and risk management we helped clients protect their portfolios from market risk and volatility.