Broker Check

698 NW York Drive
Bend, Oregon 97703

Wealth Management

Cascade Advisory Group is an independent Registered Investment Advisor firm. We have access to a wide range of investment solutions to accommodate almost any financial goal. Our investment solutions may include stocks, bonds, mutual funds, REITS, limited partnerships, ETFs, certificates of deposits, annuities, and other appropriate investments. As an independent firm we are not limited to providing proprietary products but look to recommend “best of class” solutions. We provide our services on a “fee only” basis and make sure that your interests are always placed first.

Our goal is to provide a comprehensive approach to managing your assets. We may need to consult with other professionals who may manage other portions of your portfolio including your tax consultant, insurance professional, and your attorney. We want to ensure that our work complements that of your other advisors.

...our overall strategy is to help you accumulate, preserve and share your wealth for generations to come.

Our wealth management services start with an initial meeting to gather information, learn about your time horizon and risk tolerance. We will spend time to discuss our basic investment philosophy. Based on the information from our initial meeting, we will develop an Investment Policy Statement specific to your investment accounts. We will analyze your current portfolio and make recommendations that we believe are appropriate given your specific situation. At this point you can choose to implement your plan through Cascade Advisory Group, another advisor, or a discount broker. Should you choose Cascade Advisory Group, we will invest your assets, monitor your accounts, provide performance reports, and have periodic meetings to discuss your portfolio positioning.