Cascade Investment Group

read moreSince 1985, three highly principled professionals have worked together in varying capacities and developed a unique professional relationship which has become the cornerstone of a financial services company that is truly set apart from the rest. It was their intention to accomplish what many companies aspired to, but failed to do - to make the quality of the client relationship the highest priority of the firm. It was with this vision that they created a remarkable enterprise known today as Cascade Investment Group.

read moreWe believe advice is the core strength that we bring to our clients. Advice on investing, retirement income planning, financial planning, building and passing on wealth and other key life decisions. Our work with so many clients over the years has provided us with deep experience on helping people sort through key issues to make important decisions that work for them. Many of our clients have a financial plan in place created by us and we want to make sure you know that we build financial plans.

read moreOur firm was founded on the principle that an independent and individualized approach is in the sole best interests of each client. We believe that client interests are best served by dedicated professionals who make active decisions on behalf of clients. We build portfolios for our clients on an individual basis after determining their needs, restrictions, experiences and other related investment planning information. We will use individual equities and bonds, third-party managers, index funds or other investment tools as necessary to fulfill your needs and to help you reach your goals.

read moreCascade Investment Group was founded with a mission to protect and enhance our clients' financial picture. We work with each client to develop and implement an individualized investment plan. We work with you to evaluate your current goals, dreams, resources, savings and investments. Together, we design a solution then put that solution in place in a way that we both agree works for you. Over time, the plan, investments and goals are monitored, adjusted and changed to keep pace with your life and the capital markets.

read moreThe same is true of managing wealth. Many financial advisors offer the wealth management service, boasting of one technique or another. But sort through the brokerages, CPAs, bankers and life insurance salesman and you'll likely find only technicians and specialists. As with painting, masterful wealth management comes only from freedom, honesty and a lifetime of dedication. These are the elements upon which Cascade Investment Group was built. The elements of your financial life work together, build on each other and can instill your life with purpose, peace of mind and prosperity.

read moreWe insure ourselves against potential losses that we cannot otherwise afford. Cascade Investment Group helps clients review and put in place life, long term care and disability insurance. We can also provide a variety of annuities for those looking to insure part of their income. The purchase of an insurance policy must be part of a comprehensive plan and not a product that stands alone. As an independent company, we search numerous insurance carriers to find the right fit for you. Life insurance benefits the people you care most about.