# Cascade Financial Partners

Cascade Financial Partners is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** 3579 Valley Centre Drive, Suite 125, San Diego, CA 92130, United States
- **Assets under management:** Undisclosed
- **Website:** cascadefinancialpartners.com
- **LinkedIn:** https://www.linkedin.com/company/cascadeservices

## Regulatory record

- **Reports private funds:** No

## About

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 […]

## People

- Brian Krause — Managing Director, Partner
- Jeff McColloch — Managing Director, Partner
- Natalie Cesmat — Senior Wealth Advisor, Director, Partner
- Darien Horton — Senior Wealth Advisor, Director, Partner

## 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.

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Last updated: 2026-07-06T01:24:13.754Z

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