It's official! We have joined Mariner Wealth Advisors. We are excited to become part of their family! Please make sure you are following us on LinkedIn to receive the latest insights and financial planning advice.
About us
Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 30 Financial Advisors with an average 15 years of experience. Many hold various professional designations and qualified representatives 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. Investment advisory services offered through Cascadia Advisory Services, an SEC Registered Investment Advisor and/or Cetera Advisors LLC, member FINRA/SIPC. Brokerage services offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services and Cascadia Wealth Management are independent companies, separate from Cetera Advisors LLC.
- Website
-
http://www.cascadiawm.com
External link for Cascadia Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Portland, OR
- Type
- Privately Held
- Specialties
- Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Strategy & Management, and Risk Management
Locations
-
Primary
Get directions
8050 SW Pfaffle Street
# 100
Portland, OR 97223, US
-
Get directions
207 NE 19th Street
STE 100
McMinnville, Oregon 97128, US
-
Get directions
115 Steward Avenue
Suite 201
Medford, Oregon 97501, US
-
Get directions
3606 Main Street
Suite 100
Vancouver, WA 98663, US