Cascade Wealth Management Solutions Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,556,566
Total clients
76
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$217,850
About
Cascade Wealth Management Solutions provides discretionary asset management and financial planning and consulting to individual clients, with an emphasis on high-net-worth households; the firm reports roughly $16.6 million in assets under management across about 76 clients. Offerings include ongoing portfolio management tailored to client goals and time horizons, full financial plans, and topic-specific consultations.
The firm’s investment approach uses fundamental analysis and documented client profiles to set asset allocation, risk tolerance, and trading decisions, with quarterly reviews that consider rebalancing and tax-loss harvesting opportunities. Clients may impose written investment restrictions and the firm directs custody to a specific platform (Altruist), managing each account separately rather than aggregating transactions.
Distinctive features relative to many peers include an apparent focus away from non–high-net-worth individual clients and its status as a recently established advisor (founded 2024, registered 2025). The firm also does not vote client proxies and does not outsource investment selection to other advisors, practices that differ from several independent advisers.
Client services
Expertise
Fee options
$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
Main office location
Cascade Wealth Management Solutions Inc.
Pittsfield MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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