Cascade Financial Partners

Investment management decisions are overseen by Managing Directors and Partners Brian Krause, CFP®, and Jeff McColloch, AIF®, CRPC®, alongside Senior Wealth Advisors Natalie Cesmat, CFP®, and Darien Horton, CFP®. The firm operates as a partnership, with portfolio operations managed by Simon Perna. All advisors are named on the firm’s website.

Cascade states on its website that it carries a fiduciary responsibility, meaning recommendations must be made in the client's best interest. As a fee-based advisory firm with multiple CFP® professionals, it appears to operate under the regulatory framework of a registered investment advisor, though formal ADV filings were not a primary source for this profile.

The firm describes a goals-based approach tailored to each client's risk tolerance and long-term vision, combining financial planning with investment management. Specific asset-allocation models or investment vehicles are not publicly detailed, but the presence of a dedicated Portfolio Operations Manager suggests centralized portfolio administration for client accounts.

Cascade emphasizes an intentionally small client base to deliver high-touch, personalized service across multiple generations. The firm targets families seeking legacy planning and integrated wealth management rather than a high-volume client model, as indicated by its boutique positioning and partner-heavy team structure.

The firm’s public disclosures do not reference direct private equity, venture capital, or real estate deal-making. Its described services focus on financial planning and discretionary investment management, aligning more with a traditional multi-family office advisory model than with direct alternative-investment origination.