Advisor at Cascade Wealth Management Solutions Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cascade Wealth Management Solutions Inc.
Location
Pittsfield, MA
Credentials
Series 65
Industry experience
1 year
Melissa Mason is a financial advisor at Cascade Wealth Management Solutions Inc. with one year of industry experience. She holds a Series 65 credential and previously worked at Berkshire Retirement Strategies and runs a separate administrative business, Shire Virtual Admin. Cascade Wealth Management Solutions Inc. is a single-owner advisory firm offering discretionary asset management alongside financial planning and consulting services. The firm serves individuals and high-net-worth clients with customized investment programs based on fundamental analysis and client-specific objectives.
Based on Cascade Wealth Management Solutions Inc.
Based on Cascade Wealth Management Solutions Inc.
$0 - $249,999: 2.75% annually $250,000 - $999,999: 2.30% annually $1,000,000 - $4,999,999: 2.00% annually $5,000,000+: 1.35% annually
$300 per hour billed in 15 minute increments
Pittsfield, MA
Massachusetts
Cascade Wealth Management Solutions Inc.
2024 - Present (2 years)
Cascade Wealth Management Solutions Inc.
2024 - Present (2 years)
Shire Virtual Admin
2021 - 2025 (4 years)
Stay at home Parent
2019 - 2021 (2 years)
Bershire Retirement Strategies
2015 - 2019 (4 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Pittsfield, MA
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CFP®, Series 65
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Hanley & Associates LLC
Series 63, Series 65
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Hanley & Associates LLC
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Series 63, Series 66
Dalton, MA
Berkshire Money Management, Inc.
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