Cascade Wealth Management
Though we've been in business for over 30 years, we've operated under the "doing business as" name since 2020. Our office is located in Franklin, TN, and we work closely with our back office, Prospera Financial Services.
Prospera Financial Services
A boutique broker-dealer that has been in business for over 40 years. They offer us the ability to provide the investment and wealth-management solutions to best serve you. Through our relationship with Prospera we are able to deliver our own brand of success and the highest level of service standards.
First Clearing / Wells Fargo
First Clearing is a trade name used by Wells Fargo. It is the clearing organization that handles our back-end operational processes such as generating statements, 1099s, and other custodial functions.
Who do I make checks payable to?
Please reach out to us if you will be sending a check so we can verify the appropriate payee for you. We are unable to accept checks made payable to Cascade Wealth Management.
What holidays are you closed?
We follow the NYSE holiday calendar and are closed on:
New Year's Day, MLK Jr. Day, President's Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day