About Cascade Fanacial Management Inc. | www.cascade-inc.com
Cascade provides clear, comprehensive, integrated wealth
management advice to help our clients navigate comfortably through an
increasingly complex financial marketplace.
At Cascade, we deliver highly personalized wealth management
solutions to our clients. We become personally involved in their financial
decision –making, helping them to craft their financial futures. At the core of
the relationship, we work closely with our clients to understand their values,
and we help them incorporate these values into their financial decisions. Our
focus is on wealth management, which we believe goes far beyond investment
management. Our definition of wealth management is the delivery of services,
advice, and solutions which integrate investment consulting, wealth enhancement,
wealth transfer, wealth protection and charitable planning. Cascade, through
our internal resources and professional network, delivers highly personalized
solutions in each of these areas. Further, we pride ourselves on our
relationship management skills, focusing on integrating our clients with the
network of professionals who support them. This integration serves to insure
that all aspects of their financial objectives are met.
Michael J. McCormick, Wealth Advisor
Michael takes great pride in helping people pursue their financial goals with customized strategies. His robust education and diverse financial management experience yield an approach that is innovative and based in sound risk management principles. Prior to entering the financial services industry, Michael had successful management careers in the energy, technology, and development sectors. As a former business owner, father, and community leader, Michael has a well-rounded base for understanding his clients needs.
- B.A., Economics, Yale University
- M.E., Engineering, Colorado School of Mines
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative