Cascadia Wealth Advisors provides a spectrum of financial planning and investment advice and services as described below:

Investment Selection – We can make recommendations for specific investments or securities and provide input and advice on existing investments and financial products based on your unique situation and best interest.

Asset Management – We offer asset management and monitoring services through investment advisory accounts where we are fiduciaries acting in your best interest.

Comprehensive Financial Planning –   We offer comprehensive financial planning that covers a range of topics including those described below.  We can provide comprehensive financial plans or focus on specific needs you have, including but not limited to the following;   

Retirement Planning – We can create and develop strategies, recommendations and provide asset management services to help you reach your retirement goals.

Education Planning – We can create and develop strategies and recommendations to help you prepare for planned education expenses such as college, technical training or graduate degrees.

Tax Planning – Although we don’t offer tax advice per se, we can make recommendations on products, services and strategies aimed at minimizing or controlling your tax costs.

Risk Management – Whether you are protecting your wealth, seeking guaranteed income, or looking to protect your loved ones from a loss in income due to death or disability, we can offer strategies, products and services that help you manage or mitigate risk.

Estate Planning – We can help you plan and manage your estate plan, making sure your assets pass to the people or entities consistent with your intent, as well as minimize estate taxes and simplify the handling of your estate.