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Home > Financial Planner Directory > Oregon > Lake Oswego > Terence A. Donahe, CFP®,ChFC,CLU,MSFS
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Terence A. Donahe, CFP®,ChFC,CLU,MSFS

Cascade Wealth Management, LLC

4248 Galewood St
Lake Oswego, OR 97035-2405
Phone: (503) 675-4381
Fax: (503) 675-4399

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: CWM has no account size minimum and a $3,750 minimum annual fee for investment advisory services.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.