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Cascade Financial Management, Inc.




Cascade Financial Management is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Cascade Financial Management was founded in 1994 to represent the interests of clients and their family's capital in new and differentiated ways by not being part of the industry's group mentality and providing results difficult to achieve in the brokerage houses, banks and investment firms that had become identical from one another.
 
Cascade Financial Management is an investment advisor and broker dealer based in Denver, Colorado with offices located in Boulder, Colorado and Fort Collins, Colorado. Additionally, Cascade has a network of affiliate offices from coast to coast. They set out to design a firm where the needs of their clients are anticipated and the value they provide can be experienced not only with enhanced personal interaction but also evidenced over time on a client's statement. Their professionals come from diverse backgrounds and have proven their technical expertise and leadership skills in many of the countries largest and best known financial institutions.
 
Cascade established its culture to provide a quality of service not often experienced in today's marketplace. They believe that performance is a consequence of identifying and aligning the client's uniqueness as an individual with an integrated financial services environment. For this reason, they spend time with their clients to harness the true wealth found beyond a net worth statement. 

The relationships they build with their client’s means more to them than intermittent transactions. They work hard to develop and maintain an ongoing relationship. They promote responsibility for clear communication and evaluations that include relevant details and changes in life to assure that they progress towards the same financial objectives for the future. They began and continue to be a leading voice in independent thinking and professional excellence.

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