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Michael McCormick My clients gain an advantage in wealth management by receiving comprehensive financial advice and direct access to investment tools that make sense. Using a proven consultative process ensures that investment decisions are driven by sound financial planning across all aspects of my clients financial lives. I look forward to showing clients how our method of wealth management gives clients greater comfort in reaching their financial goals. Michaels service process is a simple and powerful roadmap for guiding every step of the relationship: · Understand the clients situation on a deep and comprehensive level · Educate clients about what and how we practice integrative wealth management at Cascade Financial · Respect for every concern on a personal and private level · Present solutions to problems, not sell products · Monitor progress and keep in touch in predictable and meaningful ways Michael takes great pride in helping people pursue their financial goals with customized strategies. His robust education and diverse financial management experience yield an approach that is innovative and based in sound risk management principles. Prior to entering the financial services industry, Michael had successful management careers in the energy, technology, and development sectors. As a former business owner, father, and community leader, Michael has a well-rounded base for understanding his clients needs. B.A., Economics, Yale University To View Mike's personal web page click here. |
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