BBB Accredited Business Profile

Cascadia Wealth Management

Cascadia Wealth Management

(503) 620-5236

Cascadia Wealth Management

18 years in business
8050 SW Pfaffle St
Ste 100
Portland, OR 97223-6678
Fax Numbers
  • (503) 620-5273
  • (541) 973-2113
Additional Phone Numbers
  • (877) 421-9991
  • (541) 973-2110
  • (503) 434-2757
Additional Email Addresses
BBB File Opened: 03/18/2013
Business Started: 03/01/1999
Business Started Locally: 03/01/1999
Business Incorporated: 03/23/1999 in OR
Type of Entity
Business Management
  • Mr. Greg Bowen, Chief Executive Officer
  • Mr. Eric Adler
  • Mr. Eric Evans
  • Mr. David Glauser, VP - Medford
  • Mr. Kip Mechals, VP - McMinnvile
  • Mr. Douglas Perry, President
  • Ms. Molly Semingson, Office Manager

Business Category
  • Financial Planning Consultants
  • Investment Security
  • Retirement Planning Services
  • Financial Services
  • Investment Management

Products & Services
*Goal-based Strategic Financial Planning
*Tax Planning
*Mortgage Planning
*Retirement Income Planning
*Business Planning
*College Fund Planning
*Estate Planning
*Insurance Planning
*Coordination with Legal and Tax Professionals
Alternate Business Names
  • Cascadia Wealth Management Inc
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



This company offers wealth management services, Financial Planning, Estate Planning & Retirement Planning.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 8:00 AM-5:00 PM
T: 8:00 AM-5:00 PM
W: 8:00 AM-5:00 PM
Th: 8:00 AM-5:00 PM
F: 8:00 AM-5:00 PM
S: Closed
Su: Closed

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Cascadia Wealth Management

Cascadia Wealth Management


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