My financial advice team

Cascade View Wealth Management is a dedicated and experienced private wealth advisory practice that provides personalized advice and a dependable client experience to a select group of individuals, families, and businesses in the Puget Sound region. Our mission is be hands-on in our clients’ financial lives by helping them define and pursue the “why” behind their money, while leveraging a planning process designed to help instill more clarity and confidence. This mission is defined by three core principles:

Goal-Based Approach providing more confidence from having a clear, well-defined plan.

Personalized Guidance providing more comfort in knowing that you have a steward for your financial goals.

Attentive Service that gives more assurance that comes from a long-term relationship built on open communication.