Comprehensive Wealth Planning
Holistic, fiduciary planning that integrates your investments, taxes, estate, philanthropy, insurance, and cash flow into one living document — reviewed every quarter, refreshed every year.
The scope of work.
The Cascade approach.
Every plan is built by a CFP®, a tax specialist, and a portfolio manager working from the same data — never a referral chain.
Your plan lives in our portal, updates automatically as account balances change, and surfaces alerts when assumptions drift.
We are fee-only. No commissions, no product incentives. Every recommendation passes the highest standard of duty under SEC regulations.
Plans are stress-tested across two and three generations, with estate-tax projections and named-beneficiary modeling.
Where planning actually breaks down
In our experience, plans fail in implementation — not in design. That's why Cascade pairs every plan with a named implementation manager whose job is to make sure recommendations get done, on schedule, in coordination with your CPA and attorney.