Our Relationship With Wells Fargo Advisors Financial Network

Our Commitment to Independence

When we formed Willamette Cascade Wealth Management, we did so believing our clients would be best served in an independent setting. We are not employees of any brokerage practice, and our sole interest is the success of our clients.

Being an independent advisory practice was important to us, while also ensuring our clients could continue to benefit from the resources of a large, established financial network. We meet this need through our affiliation with Wells Fargo Advisors Financial Network.

This business structure allows us to deliver personalized wealth management while accessing the resources and support of one of the nation’s largest financial services organizations.

Why Our Independence Matters

Our independence allows us to provide guidance that is fully centered on your goals and not influenced by product sales quotas or outside interests. Combined with our fiduciary duty, this means our only priority is serving your best interests and building a plan aligned with what matters most to you.

Resources Available Through Our Partnership

Through our affiliation with Wells Fargo Advisors Financial Network, we have access to:

• Research and investment tools
• Compliance support and regulatory resources
• Technology platforms that assist in portfolio management and reporting