Insights

Client-focused Approach Cascadia Wealth Management differentiates itself by being completely independent, ensuring loyalty solely to clients' best interests. Highlight this client-centric approach in sales pitches to emphasize trustworthiness and tailored solutions.

Tech Stack Utilization Utilize Cascadia's advanced tech stack, including Amazon Web Services, jQuery, and Node.js, to showcase a modern and efficient platform to potential clients. Highlight the company's commitment to cutting-edge technology for a competitive edge.

Established Reputation With 30 experienced Financial Advisors averaging 15 years of service, Cascadia Wealth Management boasts a strong track record and credibility in the industry. Leverage this established reputation to attract clients seeking trustworthy and knowledgeable financial advisors.

Competitive Comparison In a landscape with major players like Charles Schwab, Morgan Stanley, and UBS, emphasize Cascadia's personalized service, agility, and independence. Position the firm as a unique alternative to larger institutions, offering more personalized attention and tailored financial solutions.

Growth Opportunity With revenues between $0 - 10M, there is ample room for growth and development. Target potential clients interested in partnering with a growing company that can offer dedicated attention and customized financial planning services. Highlight Cascadia's growth potential to attract clients seeking long-term partnerships.

Cascadia Wealth Management Tech Stack

Cascadia Wealth Management uses 8 technology products and services including Amazon Web Services, Font Awesome, Modernizr, and more. Explore Cascadia Wealth Management's tech stack below.

Amazon Web Services

Cloud Hosting

Font Awesome

Font Scripts

Modernizr

Javascript Libraries

jQuery

Javascript Libraries

Node.js

Programming Languages

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

AddThis

Widgets

Cascadia Wealth Management Email Formats	Example	Percentage
First@cascadiawm.com	John@cascadiawm.com	47%
FLast@cascadiawm.com	JDoe@cascadiawm.com	3%
First@cascadiawm.com	John@cascadiawm.com	47%
FLast@cascadiawm.com	JDoe@cascadiawm.com	3%

Cascadia Wealth Management Email Formats

Example

Percentage

First@cascadiawm.com

John@cascadiawm.com

47%

FLast@cascadiawm.com

JDoe@cascadiawm.com

First@cascadiawm.com

John@cascadiawm.com

47%

FLast@cascadiawm.com

JDoe@cascadiawm.com

Frequently Asked Questions

Where is Cascadia Wealth Management's headquarters located?

Cascadia Wealth Management's main headquarters is located at 8050 SW Pfaffle Street, # 100 Portland, OR 97223, US. The company has employees across 2 continents, including North AmericaAsia.

What is Cascadia Wealth Management's phone number?

You can contact Cascadia Wealth Management's main corporate office by phone at

+1-503-434-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cascadia Wealth Management's official website and social media links?

Cascadia Wealth Management's official website is cascadiawm.com and has social profiles on LinkedIn.

What is Cascadia Wealth Management's SIC code NAICS code?

Cascadia Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Cascadia Wealth Management have currently?

As of May 2025, Cascadia Wealth Management has approximately 13 employees across 2 continents, including North AmericaAsia. Key team members include President: J. P.Business Owner: J. C.Unfranchise Owner: S. M.. Explore Cascadia Wealth Management's employee directory with LeadIQ.

What industry does Cascadia Wealth Management belong to?

Cascadia Wealth Management operates in the Financial Services industry.

What technology does Cascadia Wealth Management use?

Cascadia Wealth Management's tech stack includes Amazon Web ServicesFont AwesomeModernizrjQueryNode.jsGoogle Tag ManagerBootstrapAddThis.

What is Cascadia Wealth Management's email format?

Cascadia Wealth Management's email format typically follows the pattern of . Find more Cascadia Wealth Management email formats with LeadIQ.

When was Cascadia Wealth Management founded?

Cascadia Wealth Management was founded in 1998.

Cascadia Wealth Management

Financial ServicesUnited States11-50 Employees

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.

Insights

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