My financial planning practice emphasizes a conservative investment management approach utilizing various "Active Money Mangers" and alternative investments. I believe my clients are best served by utilizing active money management strategies that are designed to pursue strong returns while reducing the level of risk that is found in most stock and bond market investments. Active management is characterized as taking a proactive approach that utilizes Fundamental and Technical Analysis to create value in a portfolio beyond that of a "Buy-and-Hold" strategy. Active Management attempts to limit an investor's risk exposure in "down" stock markets, while pursuing growth when the stock market is moving up. My goal is to provide investment programs that pursue strong returns relative to the amount of risk that is taken. This allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns.
General Information |
| Firm Start Year: | 1998 | |
| No.of Employees: | 20-49 | |
| Name of Broker/Dealer: | Cetera Advisors LLC |
| Name of Custodial Firm: | TD Ameritrade and Pershing |
| Number of Years with Current Firm: | 13 |
| Work Experience: | 26 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant. |
| I work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Annuities, Insurance, Real Estate, Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via email, Via phone, At my office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Annuity, Health, Variable Annuity, Long Term Care, Life |
| Financial Organization Memberships: | Financial Planning Association (FPA), FSI |
Firm Information |
| Firm's Number of Clients: | 4000 |
| Assets Managed by Firm: | $515,000,000 |
| Advisor's Number of Clients: | 150 |
| Advisor's Number of Managed Clients: | 125 |
| Advisor's Number of Planning Clients: | 110 |
| Assets Managed by Advisor: | 950000 |
Compliance |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Hourly, Based on Assets, Commissions |
| Fee % Based on Assets: | 1% |
| Minimum Fee Charged for Managed Accounts: | $2500 |
| Minimum Fee Charged for Flat Fee Accounts: | $1000 |
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC Cascadia Wealth Management an independent company separate from Cetera Advisors LLC
Greg has been assisting investors since 1993 and is one of the Managing Principals of Cascadia Wealth Management. He is a Certified Financial Planner® practitioner (CFP®) and a Chartered Financial Consultant® (ChFC®). Greg is a Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.
Gregs financial planning practice emphasizes a conservative investment management approach and he believes clients are best served by utilizing active money management strategies that are designed to generate returns while reducing the level of risk that is found in most stock and bond investments. The goal is to provide investment programs that generate returns relative to the amount of risk that is taken. This strategy allows conservative and risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to the segments of the financial markets that have historically generated the highest returns. Past performance is not indicative of future returns.
Greg offers investment advisory services through Cascadia Advisory Services, LLC. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
Greg lives with his wife Debbie, who is a stay at home mother, and two daughters in the Tigard area. Greg is loves to Bike and play Racquetball
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
| Beaverton | Canby |
| Clackamas | Gaston |
| Hillsboro | Lake Oswego |
| Newberg | Portland |
| Sherwood | Tualatin |
| West Linn | Wilsonville |
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