Patient capital.
Generational
outcomes.
Cascade Wealth Partners is an independent, employee-owned advisory firm stewarding $14.6B for 1,840 multi-generational families, executives, and endowments across the Pacific Northwest.
Eight services.
One integrated plan.
Whether you are preparing for a liquidity event, planning the next generation's role in your wealth, or designing the spending policy for a $50M endowment, you will work with a partner-led team — backed by Cascade's full Investment Policy Committee.
Holistic, fiduciary financial planning integrating investments, tax, estate, and risk for families with $5M to $500M.
Globally diversified, low-cost portfolios built on Cascade's evidence-based Investment Policy Committee.
Year-round tax planning coordinated with your CPA — loss harvesting, asset location, and Roth conversion analysis.
Generational wealth strategies, dynasty trust design, and coordination with your estate attorneys.
Full bill-pay, concierge, philanthropic, and next-generation education services for families above $50M.
Outsourced CIO and spending policy design for endowments, foundations, and operating reserves.
10b5-1 plans, concentrated stock diversification, RSU & ISO planning, and pre-liquidity wealth strategy.
Bucket strategies, Social Security optimization, and tax-efficient drawdown sequencing.
Published this quarter.
The fiscal regime has shifted. So should your portfolio.
10b5-1 plans after the 2025 SEC amendments
The private credit thaw — what we are seeing in 2026
"When we sold the company, we needed advisors who could think across tax, estate, and investments without bouncing us between specialists. Cascade rebuilt our balance sheet, our trust structure, and our family's giving plan in eight months. They've been our partner ever since."