At Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Portland, OR area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Cascadia Wealth Management has been assisting individuals and businesses since 1999. Our firm is completely independent, so our loyalty belongs exclusively to our clients- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Investment advisory services are offered through either Cascadia Advisory Services, LLC or Cetera Advisors LLC, SEC Registered Investment Advisors. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions we'll ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and we're committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.We're here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
