WHAT WE DO:
Cascade Wealth Group, a division of CWC Advisors is an Independent, fee only Advisor. As a team we focus on improving the lives of every one of our clients and meeting their needs. We make things not just easier for clients, but better.
We specialize in working primarily with affluent individuals and families to build unique wealth management strategies. High Net Worth Clients have unique needs, goals and challenges that require careful planning and management to help them meet their desired outcomes. By being an independent advisor we can truly provide unbiased advice and solutions for our clients. We take time with every client to understand all of their goals to create a plan that allows them to be confident about their future.
OUR PROCESS:
We begin the process by focusing on risk management which then drives our unique asset management process. Together we will build a plan that’s specific to you, and that puts you in a position to achieve your goals. Through our planning process our team will also help you address your estate plan, any real estate transactions, assessment of alternative investment strategies, gift planning, stock option strategies and business succession planning. We are here for our clients and our success is measured by their success.
