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How Do You Define Success?

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Welcome to
Cascadia Wealth Management


For years, our team of professionals has developed a deep understanding of financial strategies to help individuals and families apply meaning to their wealth. By addressing your goals and aspirations, we’re here to help you plan for your future with confidence.


Whether You Are...

Retirement iconApproaching Retirement


Questions iconHave Investment Management Questions


Or

Checklist iconInterested in Organizing Your Finances


...We’ll Help You Tackle Your Concerns

No matter what your circumstances consist of, we’ll utilize a unique process that strategically approaches your needs in order to help guide you to a successful outcome. You may be interested in our educational events or have questions surrounding the services we offer. Either way, we’re happy you’re here.

Discover How We Can Help

Dedicated to Developing

Long-Term Relationships With You



Consilium Vitae

As an accomplished individual, you have worked hard to build your assets and want to ensure that you are making prudent decisions. As you seek confidence that your future is not left in the hands of fate, our team will help guide you step-by-step through a process we call Consilium Vitae.


Through Our Process We Will

  • Discover what is uniquely important to you.
  • Discuss the core elements of financial and estate planning.
  • Develop a road map specific to your unique vision.
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Helping You Achieve

Financial Peace of Mind

Consilium Vitae assists with creating a long-term relationship designed to help you navigate through life and a confident financial future. Throughout this process, our goal is to get to know you and develop an understanding of your aspirations in order to successfully guide you on the financial road ahead.


Learn More About Who We Are


Meet Your Partners

At Cascadia Wealth Management


The Advisors

 

Eric Adler and Kip Mechals specialize in retirement planning, wealth management and preservation strategies. Together they advocate a disciplined investment approach that employs tactical, proactive investment management. That approach provides individual and business clients with a strategic defense plan to help preserve assets in a declining market and an offense to take advantage of a rising market.  Their backgrounds and partnership give them a distinct advantage when advising clients in the Northwest or across the nation.

Eric Adler has been working in the Financial Services Industry for 30 years. Eric is affiliated with the Registered Investment Advisory firm, Cascadia Advisory Services, LLC a SEC Registered Investment Advisor

Kip has been in the financial industry since 1989 and is a co-founder of Cascadia Wealth Management. He earned a business degree with emphasis in finance and economics from Western Oregon State University.

Both Eric and Kip are registered investment advisors under Cascadia Advisory Services, LLC and SEC Registered Investment Advisor.  CAS is under separate ownership from any other named entity.



Our Associates

Led by Kyong Porreco, Director of Client Relations & Marketing, and Shelly Zinda, Director of Operations, are the foundation of the Cascadia Wealth Management team. Together with Nadia Ceballos-McLeod, Executive Assistant, and Lauren Bingham, Administrative Assistant, they provide refreshingly fast and friendly service to clients of Cascadia Wealth Management. They understand the intricacies of the sometimes-bewildering world of financial paperwork and make the process of opening and servicing accounts almost enjoyable for their clients.

Kyong’s focus is on client relations. She is responsible for onboarding new clients, implementing marketing initiatives, manage client events and oversees compliance.  She joined Cascadia in 2014 and has spent decades in the banking and financial services industry.

Shelly’s focus is in operations.  She is responsible implementing and monitoring operations of the firm and directing client service requests.  Shelly joined Cascadia in 2016 and has worked in office administration for over 16 years.

Lauren comes from a background in banking and many years in customer service. She joined the McMinnville branch team in 2018. Her role is to support the team and execute client service requests.  Nadia Ceballos- McLeod has 24 years of experience in domestic and international business management, customer service and sales.


Personalized Financial Planning And Investment Management Services


Start Where You Are

We feel strongly that a ten-question risk assessment is not what a financial plan should consist of.  Instead, it starts with getting to know you, your financial situation and your goals for the future. No one would turn over life savings to build a home without a blueprint, don’t make that mistake with your retirement savings.

As You...

Begin envisioning your future and applying the goals you have for yourself and your loved ones,

You May...

Imagine what your life will be like once you’re able to truly enjoy each moment you encounter.


Once you’re ready to begin developing a strategy to pursue the future you imagine, our team will be ready to start the conversation.


Start By Building a Plan


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Your Vision,
Your Plan


A goal without a plan is often nothing more than a wish. Successful wealth management is a major component of long-term planning, which is where we come in. With your plan leading the way, we can help you maximize the resources you have to uncover and remain on a path to help make your vision a reality.

Throughout life, there are bumps along the way and a number of decisions you will make that may have lasting consequences. Through education and financial understanding, we’ll help you make informed decisions that can help maximize your flexibility and keep you focused on the road ahead.


We’ll Work With You to Address


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Wealth Preservation


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Income Planning


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Rollover Options


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And More



Let Us Guide You


Our Guidance, Your Path

At Cascadia Wealth Management, we believe in offering a specialized skill set to address your particular needs. With our experience and know-how, we’ll develop a personalized plan that focuses on your financial future and your aspirations for the road ahead.


Together, We’ll Approach:


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Targeted Investment Management

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Income Distribution Models


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Retirement Account Rollovers

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Coordination with Estate and Tax Professionals


You Can Do Anything

You Just Can’t Do Everything


As the road you’re on takes inevitable twists and turns, we can help you navigate and stay on course. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


Ready to Start a Conversation

Your Success is Our Goal

Education

Retirement Planning Classes

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Client Center


Secure Access to Your Accounts



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Upcoming Events


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Together We’ll Create a Customized Plan

To Guide You Through Life’s Transitions


Get In Touch With Us Today

Whether you still have questions or are ready to discover the financial solutions you need to achieve your goals, we look forward to getting to know you. 

Please give us a call or fill out the submission form below to get started.