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    Initial conversations are 30 minutes, complimentary, and confidential — a chance for both sides to understand fit before any paperwork. A partner reviews every inquiry within one business day.

    Seattle (HQ)
    1201 Third Avenue, Suite 4200
    (206) 555-0144
    Portland
    1455 SW Broadway, Suite 1700
    (503) 555-0181
    San Francisco
    555 California Street, Suite 3400
    (415) 555-0177
    Bend
    850 NW Brooks Street, Suite 300
    (541) 555-0125

    Submitting this form does not create an advisory relationship. See our Form ADV for details on our services and fees.

    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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