Cascade Financial Partners, LLC
Cascade Financial Partners, LLC is a boutique wealth management and registered investment advisory firm headquartered in San Diego, California. Founded in 2023, the firm primarily serves high-net-worth families, acting as a personal CFO to guide them through comprehensive life planning and investment decisions. With approximately 6 employees, Cascade offers services such as retirement planning, tax-efficient investment management, asset protection, and legacy planning. The firm is registered with the SEC and operates under a fiduciary standard.
Investment Strategy
Cascade Financial Partners provides comprehensive financial planning and personalized investment solutions, focusing on empowering clients for informed decision-making. The firm employs a transparent, fiduciary process, emphasizing customized portfolios, non-traditional strategies, asset protection, and tax-efficient asset location. Their approach prioritizes strategic goal achievement, risk management, and intergenerational wealth transfer, ensuring all recommendations align with clients' best interests and financial objectives.
Top Holdings
Equity Positions (259)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 20.71% | $180.6M | 236,707 | $761.08 | $763.00 | -$3.4M |
A AAPL | APPLE INC | 5.90% | $51.5M | 202,193 | $173.61 | $254.63 | +$9.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.40% | $38.4M | 640,380 | $50.10 | $59.92 | +$1.5M |
I IVV | ISHARES TR | 3.66% | $32.0M | 47,760 | $525.48 | $669.30 | +$1.4M |
P PEP | PEPSICO INC | 2.37% | $20.7M | 147,376 | $172.00 | $140.44 | +$966.6K |