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Individual Clients We Serve Best

"What sets us apart from our competition is the core belief that each client should have a financial plan."

At Cassa Wealth Management, our goal is to build trust through hard work, dedication and by providing superior client service. We aspire to help our clients and their family members along with their friends and business associates.

Individuals to whom we can provide value-added services include:

  • Corporate Executives and Professionals
  • Small Business Owners
  • Professional Practices (Attorneys and CPAs)
  • Individuals contemplating retirement
  • Professionals changing jobs
  • Retirees looking to generate retirement income

What sets us apart from our competition is the core belief that each client should have a financial plan to serve as a roadmap for their financial future. We invest the time up front to get to know you, understand your goals and objectives and devise creative strategies to help you pursue your family’s dreams. 

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.

For more information about the Five Star Wealth Manager Award selection process visit Click Here