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131 3rd Avenue N, Suite 101, Franklin, TN 37064

(541) 633-7874
contact@cascadewealthTN.net
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Frequently Asked Questions

How do I view my account online?

Click the link in the upper right of the page titled "Client Login" to access your in-house account online or click the button provided below. From there, you can enroll or log in to access your accounts. The Wells Fargo Mobile Banking App may also be used to access eligible Wells Fargo accounts. For all other accounts, you can access your account through the provider's direct website.

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Why am I seeing multiple company names?

Cascade Wealth Management

Cascade Wealth Management

Cascade Wealth Management is your primary point of contact for wealth management, financial planning, and client service. While operating under the Cascade Wealth Management name since 2020, the firm has served clients for more than 30 years.

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Prospera Financial Services

Prospera Financial Services

Prospera Financial Services provides our firm with brokerage, technology, compliance, and operational support that help us serve clients effectively while maintaining our personalized approach.

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First Clearing / Wells Fargo

First Clearing / Wells Fargo

First Clearing, a Wells Fargo company, serves as our clearing and custodial partner. You may see these names on statements, tax forms, and other account documents.

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What does "Advisory" mean?

We approach much of our business as an actively managed style where we are "hands-on" in providing ongoing advice and account managing for a stated fee. Everyone's situation is unique and requires a different strategy. Connect with us today to see how we can best customize our services to fit your needs.

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How do I request funds? 

To get funds from your account, please call our office and we can initiate the request.

Who do I make checks payable to?

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. 

When should I expect to receive statements and tax documents?

For accounts held directly with Cascade Wealth Management, you will receive monthly statements. For accounts held directly at a mutual fund company, statements are sent quarterly. Typically, retirement account 1099s are issued by the end of January and non-retirement account 1099s by mid-February.

What holidays are you closed?

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

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