Cascades Capital

Dedicated Investment Counsel for Individual & Business Growth

Cascades Capital Asset Management, LLC is an independent investment advisor serving individuals, families, trusts, and small businesses in the Carolinas and beyond. We believe in personalized, collaborative wealth management, utilizing advanced technology to offer exceptional client service at competitive costs.

Our Expertise

We offer a comprehensive range of services to meet your specific financial goals:

1. Investment Management

• Developing and implementing customized investment plans tailored to your risk tolerance, goals, and financial situation.
• Managing individual portfolios across diverse asset classes, including stocks, bonds, mutual funds, and alternative investments.
• Providing regular performance review and portfolio optimization.

2. Wealth Planning & Consulting

• Comprehensive financial planning to address your retirement planning, estate considerations, and tax optimization strategies.
• Clear and concise guidance on financial goals setting and risk management.
• Collaboration with other trusted professionals to provide holistic wealth management solutions.

3. Retirement Planning

• Comprehensive plans for optimizing your 401(k), IRA, and other retirement accounts.
• Expertise in navigating complex retirement plans and maximizing your contributions.
• Guidance on post-retirement planning and distribution strategies.

4. Small Business Solutions

• Specialized plans to address the unique financial needs of small businesses, including retirement plans, employee benefits consulting, and succession planning.
• Partnership with your business to achieve sustainable growth and financial stability.

Our Approach

We believe in building long-lasting relationships with our clients based on trust, transparency, and open communication. We leverage technology to streamline the investment process, ensure secure data management, and provide seamless client communication.

Our Team

Our experienced team of investment professionals brings diverse expertise and a proven track record in financial planning and wealth management. We are dedicated to working collaboratively with you to achieve your financial goals and empower you to make informed financial decisions.