Address
243 Scalehouse Loop Suite 5B,
Bend, OR 97702
Get in touch
(541) 678-5475
Follow us
Who We Are
We are an independent, Fee-Only investment management and financial planning firm that offers Socially Responsible Investing (SRI).
Our Mission
We truly start with comprehensive planning because the financial plan drives the investment strategy. Our mission is to provide our clients these planning-based strategies that address every financial obstacle they may face throughout their lifetime and always address their specific goals and needs. In many ways we act as your “Family CFO”. Just as the chief financial officer of a company develops the financial strategy to achieve company objectives, we serve you and your family to address all factors that might influence your finances now, and for years to come. When appropriate, we also collaborate with your attorney, accountant, and any other financial professionals to ensure a cohesive plan is put in place.
Our Values
Cascade Financial Strategies is a boutique investment management firm that values client relationships. Our approach allows us to offer holistic services to help each client navigate financial decision-making such as retirement planning, investment strategy or legacy planning. We are an independent boutique firm which allows us to provide customized services to meet each unique client's needs, including flexibility in strategies.
Some of our top values include:
- Fee-only
- Fiduciary
- Planning driven
- Socially Responsible Portfolios
Our Team
LINKS:
HOURS
- Mon - Fri
- -
- Sat - Sun
- Closed
ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
PHONE
A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies