Cascade Investment Group, based in Minneapolis, MN, is a financial and tax planning firm specializing in risk and portfolio management. With a client-focused approach, the firm offers personalized investment advice and solutions, free from conflicts of interest caused by large corporate ownership. Their experienced team navigates the storms and opportunities of different market cycles, acting in a fiduciary capacity to ensure client interests come first.
Founded in 1996, Cascade Investment Group prides itself on providing individualized services, tailored to meet the unique needs of each client. They offer a range of services including wealth management, investment advice, financial planning, retirement planning, nonprofit asset management, special-needs planning, insurance services, social security retirement planning, and business retirement plans. With a commitment to transparency and disclosure, Cascade Investment Group strives to make recommendations in the best interests of their clients.
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