The Cascade Process

What exactly is wealth management? At it’s core, wealth management is simply the process of financial problem solving and cultivating your capital so it fulfills your own higher purposes. Accordingly, wealth management will mean different things to different people. More often than not, the solution to these problems is made up of much more than the process of selecting the right asset allocation or investment selection. To deliver superior wealth management services to our clients, Cascade works closely with your existing wealth management professionals to incorporate the most recent tax, estate planning, and risk management concerns into the design of your portfolio. In the event your situation needs specialized attention in any area, Cascade utilizes a nationwide network of specialists to provide you access to the top professionals in all areas of wealth management.

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