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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Wealth Management

Masterpieces are not made of paint and canvas alone. Those are mere tools available to anyone. Neither is technical proficiency a precursor to mastery. As Jackson Pollock said, "You can't learn techniques and then try to become a painter. Techniques are a result."

The same is true of managing wealth. Many financial advisors offer the wealth management service, boasting of one technique or another. But sort through the brokerages, CPAs, bankers and life insurance salesman and you'll likely find only technicians and specialists.

As with painting, masterful wealth management comes only from freedom, honesty and a lifetime of dedication. These are the elements upon which Cascade Investment Group was built.

The elements of your financial life work together, build on each other and can instill your life with purpose, peace of mind and prosperity.

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 works best together, not purchased as separate pieces.

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Phone: 719.632.0818
Toll-free: 800.984.9074
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Recent Posts

  • Tips on the Stimulus Payments

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  • Blueprints For Special-Needs Families by Rob Wrubel, CFP® AIF® AEP®
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  1. 2021 Market Outlook Webcast

    January 19 from 8:00 am to 9:00 am

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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Taffy Pulling

Upcoming Events

  1. 2021 Market Outlook Webcast

    January 19 from 8:00 am to 9:00 am

View All Events

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