Updated:
Cascade Financial Partners
Holistic Wealth Management Tailored for Every Chapter of Your Life Financial Planning Build wealth with intention – for your future, your family, and...
Overview
Holistic Wealth Management Tailored for Every Chapter of Your Life Financial Planning Build wealth with intention – for your future, your family, and your legacy. Investment Management Take a smarter approach to investing, with a plan built around your goals, risk tolerance, and long-term vision. WHO WE ARE A Personal, More Complete Approach to Managing […]
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
San Diego
Corporate office
3579 Valley Centre Drive, Suite 125, San Diego, CA 92130, United States
Principals
Brian Krause
Managing Director, Partner
Jeff McColloch
Managing Director, Partner
Natalie Cesmat
Senior Wealth Advisor, Director, Partner
Darien Horton
Senior Wealth Advisor, Director, Partner
Frequently asked questions
Who runs investment decisions at 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.
What type of clients does Cascade Financial Partners serve?
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.
Does Cascade Financial Partners make direct private investments?
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Cascade Financial Partners in Altss
Explore available research and relationship coverage for this adviser in Altss.