Financial Planning
We believe advice is the core strength that we bring to our clients. A strong financial is a roadmap for major life outcomes. Together, we envision your life goals and build strategies to save, invest, spend, donate and create a legacy. Financial planning drives key decisions on building portfolios, designing tax-favored strategies and estate planning.
Investment Advice
At Cascade, we build portfolios built for you. We create custom investment portfolios unique to each investor. We do not have model accounts or any proprietary products. Your advisor oversees the portfolio and makes investment decisions based on your goals, needs and risk tolerance.
Wealth Management
Wealth management is the art of blending elements that so often stand alone. Risk control, investment management, financial planning, business transition, legacy funding, charitable giving and income creation work best together, not purchased as separate pieces.
Retirement Planning
Income planning focuses on turning your assets into income to support you through life. Income planning starts when you step down from your last job, sell a business, receive an inheritance. We take a holistic view of your income and assets including Social Security, rental properties, royalties, dividends and investments to tailor a strategy for you.
Nonprofit Asset Management
We work with foundations, endowments and investment committees to manage assets designed to sustain, grow and enhance the mission of your organization. We can work with you to develop a targeted investment plan, including the review or creation of your investment policy statement, fiduciary standards, organizational goals and planned giving resources. Our work with each organization is tailored to the unique and changing needs you face.
Special-Needs Planning
Rob Wrubel is the father of a daughter with Down syndrome. He provides special-needs financial planning services, investment advice and delivers workshops designed to help families with a member with special needs, the professionals who serve them and the nonprofits that support them. Families with a special-needs member have unique planning needs and benefits to consider and Rob has personal and professional experience to support you.
Farm and Ranch Legacy Planning
Preserving your family’s heritage means taking action today to plan for tomorrow. Farmers, ranchers and business owners have unique planning goals to build financial security, transition ownership to future generations and to preserve a lasting legacy for their families and communities.
Business Retirement Plans
The right retirement plans can help attract, retain and reward team members and help business owners and employees meet personal and business financial objectives. We have access to numerous providers, administrators and investment solutions. We also work with plan administrators as outside consultants if needed to design employee education plans, review current platforms and make new recommendations.
Insurance Services
We work with you to develop strategies and implement solutions to cover significant risks. Cascade’s insurance advisors can put in place life, long-term care and disabilities policies that fit your financial plan and shop the market to find a carrier suited to your needs.