Cascadia Wealth Management Email Format

Financial ServicesOregon, United States2-10 Employees

Cascadia Wealth Management operates in the financial services sector, offering investment and advisory services to individuals and businesses. The firm emphasizes independence, with its advisory work conducted through Cascadia Advisory Services, an SEC Registered Investment Advisor, and brokerage services provided by Cetera Advisors LLC; the entities are described as independent from Cetera. This structure supports a client-focused approach, where qualified representatives can access a range of investment and insurance products without a parent company’s stock-driven mandate. Based in Portland, Oregon, Cascadia Wealth Management serves clients from its local offices and leverages a team of financial professionals who bring substantial experience to their advisory practice.

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