Contact Sign In Add Your Business
Cascade Investment Group Cascade Investment Group
Call Now
Website
Call
Business Details
30 Years
experience
Your Trusted Financial Partner in Colorado Springs
Since 1996, Cascade Investment Group has been dedicated to providing client-focused investment advice free from conflicts of interest. Our firm emphasizes personalized financial planning, wealth management, and fiduciary responsibility, ensuring each client's needs are prioritized. With an average of 22 years of experience, our team navigates market cycles to deliver tailored investment strategies.

We operate as a Registered Investment Advisor under the SEC, prioritizing transparency and full disclosure of conflicts. Our services include retirement planning, nonprofit asset management, and special-needs financial planning, supported by a commitment to community leadership and ethical standards.
Services
Wealth Management Investment Advice Financial Planning Retirement Planning Nonprofit Asset Management Special-Needs Planning Insurance Services Social Security Planning Business Retirement Plans
Details
  • Year established: 1996
Highlights and features
  • We act as fiduciaries, prioritizing client interests above all else.
  • Our team averages 22 years of investment experience and expertise.
  • We offer fully customized investment strategies without model portfolios.
  • We maintain transparency with full disclosure of all conflicts of interest.
  • We specialize in unique financial needs like special-needs and nonprofit planning.
Associations and certifications
  • SEC
  • FINRA
  • SIPC
Update Listing
Services
Wealth Management
Our wealth management services blend risk control, investment management, and financial planning to create holistic strategies. We focus on legacy funding, business transition, and income creation while aligning with client goals. With active portfolio management, we aim to balance growth and principal protection across market cycles.
Special-Needs Planning
We develop customized financial plans for families with special needs members, including trust creation and funding strategies. Our Blueprints process helps preserve benefits while ensuring long-term care. We also provide educational workshops and resources for caregivers and professionals.
Retirement Planning
Our retirement planning includes Social Security optimization, pension analysis, and income distribution strategies. We help clients navigate retirement account withdrawals, tax implications, and longevity planning to ensure sustainable income throughout retirement.
Nonprofit Asset Management
We assist nonprofits with endowment management, investment policy statements, and fiduciary compliance. Our strategies focus on sustainable growth while aligning with organizational missions. We also help develop planned giving programs and retirement plans for nonprofit staff.
Insurance Services
We offer life, long-term care, and disability insurance solutions as part of comprehensive financial plans. Our independent status allows access to multiple carriers for customized annuity products that guarantee income and protect assets from market volatility.
People
Rob Wrubel
CFP, AIF, AEP
Specializes in special-needs financial planning with 13+ years of workshop experience. Author of award-winning book on special-needs financial strategies. Develops customized trust solutions and educational resources for families and professionals.
Kenneth M. Beach
Partner
Co-founder with decades of investment experience. Focuses on client relationship integrity and firm leadership. Instrumental in building Cascade's reputation for ethical financial advisory services since its inception.
Theresa Brock
AIF
Provides investment advisory services with emphasis on fiduciary responsibility. Works closely with clients to develop personalized financial strategies while maintaining compliance with regulatory standards and client protection protocols.
Questions
What makes Cascade Investment Group different from other financial advisors?
We operate as fiduciaries, legally obligated to prioritize client interests. Our personalized approach avoids standardized portfolios, and we maintain transparency with full conflict disclosure.
Do you offer specialized financial planning for unique situations?
Yes, we specialize in special-needs financial planning and nonprofit asset management, offering customized trust solutions and tailored investment strategies for these specific needs.
How do you approach retirement planning?
We combine Social Security optimization, pension analysis, and income distribution strategies. Our approach considers tax implications, longevity, and market conditions to create sustainable retirement income plans.
Are your investment strategies actively managed?
Yes, we employ active investment management to navigate market cycles, aiming to balance growth opportunities with principal protection while aligning with individual client goals.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Accredited Investment Fiduciaries (AIF), and Accredited Estate Planners (AEP), ensuring comprehensive expertise across financial disciplines.