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    About the firm

    Built to outlast a generation.

    Cascade Wealth Partners was founded in Seattle in 2004 by three advisors who believed wealth management should be independent, fee-only, and built around fiduciary advice — not product sales. Twenty-two years later, we are 42 advisors across four Pacific Northwest offices, employee-owned, and continuously named to Barron's Top 100 RIA list since 2017.

    We serve 1,840 multi-generational families, executives navigating liquidity events, and 22 nonprofit institutions. Our work spans eight integrated services and is delivered by partner-led teams that stay with you across decades.

    2004
    Founded in Seattle
    $14.6B
    Assets under advisement
    1,840
    Households served
    4
    Pacific NW offices
    42
    Advisors firmwide
    11.4 yrs
    Avg client tenure
    100%
    Employee-owned
    9
    Years on Barron's Top 100
    Offices

    Four offices, one firm.

    Seattle (HQ)
    1201 Third Avenue, Suite 4200
    (206) 555-0144
    Managing Partner
    Elena Park
    Portland
    1455 SW Broadway, Suite 1700
    (503) 555-0181
    Managing Partner
    Jamal Rivers
    San Francisco
    555 California Street, Suite 3400
    (415) 555-0177
    Managing Partner
    Benedict Okafor
    Bend
    850 NW Brooks Street, Suite 300
    (541) 555-0125
    Managing Partner
    David R. Keller
    Cascade Wealth Partners

    An independent, fiduciary wealth advisory firm stewarding $14.6B in assets for 1,840 multi-generational families and endowments across the Pacific Northwest. Cascade is fee-only, employee-owned, and has been ranked among Barron's Top 100 RIA firms every year since 2017.

    1201 Third Avenue, Suite 4200 · Seattle, WA 98101
    (206) 555-0144
    advisors@cascadewealth.com
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