Company Overview
- Headquarters
- 8050 SW Pfaffle Street, # 100, Tigard OR
- Website
- cascadiawm.com
- Phone
- (503) 620-5236
- Employees
- 13
- Founded in
- 1998
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Cascadia Wealth Management
Cascadia Wealth Management is an independent financial services firm based in Tigard, Oregon. The company employs 13 people and has been serving individuals and businesses since 1999. Cascadia Wealth Management provides investment advisory and brokerage services. Their team of 30 financial advisors, with an average of 15 years of experience, are qualified to offer a range of investment and insurance products. Cascadia Wealth Management distinguishes itself by its independence. The firm emphasizes that its loyalty lies solely with its clients, free from the influence of a parent company with a focus on shareholder profits. For more information, visit cascadiawm.com. Investment advisory services are offered through Cascadia Advisory Services, an SEC Registered Investment Advisor and/or Cetera Advisors LLC, member FINRA/SIPC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC.
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| 10M | 23 | San Francisco, CA | ||
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