Cascade Different

We’ve served our clients from Colorado Springs since 1996 based on the time-honored values that integrity, character and a passion for service leads to positive outcomes for our clients and our firm. We hold ourselves as fiduciaries putting client interests before our own. Financial markets fluctuate; our dedication to clients does not.

Portfolio and financial plans are as individual as every client. Investments should be designed to complement your unique and particular needs and objectives. Criteria for asset growth, income, total return and safety of principal directs how we structure portfolios, not mandates and models.

We honor the commitment you expect when you trust us with your financial security and future income. To us, that means more than just managing money; it means returning your calls and emails promptly, explaining complex decisions in plain language and providing proactive solutions for life’s important outcomes. We take the weight of monitoring markets and staying current on planning changes so that you don't have to. 

We created a firm different from so many of the corporate investment firms you see today. Since 1996, we set ourselves apart by focusing on each client. Our work is tailored to you. We do not believe in "one-size-fits-all" portfolios or rigid corporate models. We do not pitch our own products. We do not have a call center.

We believe advice is an important differentiator and is a crucial part of our value as we support your needs over time. Your goals dictate the strategy, not corporate mandates. We pride ourselves on being friendly and responsive, ensuring that when you have a question about your future, you’re speaking to one of our great team members that is dedicated to your needs. Our advisors manage your portfolios and we can incorporate your ideas and concerns into them. At Cascade, we don’t just manage your wealth—we help you navigate the journey with a plan designed specifically for you.