What’s Important About Money To You?

Is it a sense of security? The freedom to travel or live where you please? The ability to leave a legacy for your family? The opportunity to make work optional?

At Cascade, we recognize that money means different things to different people. No two investors are the same, and accordingly, no “cookie-cutter” approach to investment management will achieve the goals that are important to you.

We provide clear, comprehensive, integrated wealth management advice to help our clients navigate through these increasingly complex economic times. Our goal is to help you Plan Wisely, Invest Confidently, and Enjoy Life.

Our Firm

Cascade Financial Management is an investment advisor and broker dealer based in Denver, Colorado with offices located in Denver and Boulder, CO; Bozeman, MT; Dallas/Ft.Worth, TX; Springfield, MO; and Tampa, FL.

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Our Philosophy

We work very closely with you to learn about your financial goals and what is most important to you. We then design and implement a financial plan and assist in the implementation, including coordinating with other professionals and executing your investment strategy.

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Our Insights

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Obtain more information about our firm and financial professionals at FINRA’s BrokerCheck.