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
Additional Email Addresses
  • customerservice@cascadiawm.com
  • molly@cascadiawm.com
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
Corporation
Business Management
  • Mr. Greg Bowen, Chief Executive Officer
  • 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 Securities
  • Retirement Planning Service
  • 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.

Cascadia Wealth Management

Cascadia Wealth Management

BBB ACCREDITED SINCE 11/18/2013

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