Cascade Financial Partners

Cascade Financial Partners

Cascade Financial Partners operates as a boutique multi-family office, co-led by Managing Directors and Partners Brian Krause, CFP®, and Jeff McColloch, AIF®, CRPC®. The firm positions itself as a fiduciary practice, maintaining a restricted client roster to provide what it describes as high-touch, holistic advice. Its core offering bundles financial planning and investment management under a single advisory umbrella, with additional partners including Senior Wealth Advisors Natalie Cesmat, CFP®, and Darien Horton, CFP®. The firm’s investment approach is built around customized portfolio construction aligned with client risk tolerance and long-term objectives. Unlike institutions that prioritize alternative assets or direct private investments, Cascade’s public disclosures center on traditional wealth management—retirement planning, goal-based investing, and portfolio management services. Its website references a disciplined, plan-driven strategy without specifying asset-class allocations, direct deal activity, or co-investment programs. The firm maintains offices in San Diego, California. With nine listed professionals, including two Directors of Operations and a dedicated Portfolio Operations Manager, Cascade operates with a flat partnership structure. The leadership team blends advisory credentials and operational oversight among named partners. The firm’s name itself reflects its stated philosophy: to facilitate the transfer of financial resources and knowledge across generations. Structurally, Cascade differentiates through scale—or the lack of it. The firm’s deliberate constraint on client count is its defining operational feature, enabling a service model that larger registered investment advisors often struggle to replicate. The presence of multiple partners with Certified Financial Planner designations reinforces a planning-centric rather than product-centric incentive structure.