Individuals & Families

Tax-Efficient Investments & Portfolios

Our Wealth Management Practice specializes in comprehensive financial planning for affluent individuals and families.

We help our clients pursue their goals and objectives by developing a tax-efficient investment portfolio with a goal of keeping more of what they earn.

Through this process, our clients are generally able to retire financially independent and live off their interest and dividend income with a goal of keeping their principle intact.

What Keeps You Up At Night?

When can I afford to retire and live confidently?

In order to make this determination, it is often necessary to sit down with a qualified Financial Planner who can look at your Income & Expenses and how your Assets are invested to see how long your money will last. Additionally, it is very important to develop an Income Strategy to see if you can generate enough Cash Flow to cover your anticipated expenditures.

Will my money last through retirement?

This often requires a professional assessment. You need to consider how much income you can generate from your existing assets in order to cover your expenses, liabilities, taxes and inflation. We can run a financial plan which can assist you in determining the probability of your money lasting through retirement.

Will my family be secure if something happens to me?

We help you determine the next steps that need to be taken to preserve your Estate Plan and we can help match you with a qualified Estate Planning Attorney to get your Estate Plan established.

What do I do when a loved one dies?

When a family member passes away, it is often necessary to seek the help of a financial professional. We have a checklist of items to follow-up on and can often be of assistance in helping you make important financial decisions that you may not be able to make on your own.

"What I value most about Cassa Wealth Management is the trust they have earned over the years. They invest a lot of their time to get to know their clients chief concerns and greatest fears.

- Robert D.

This statement is a testimonial by a client of the financial professional as of 3/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"What I value most about working with Cassa Wealth Management is the personal touch and subsequent trust built by Jim and his team over time. Having confidence in someone who helps manage my portfolio is hard to put a price on."

- Louise S.

This statement is a testimonial by a client of the financial professional as of 5/5/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"After being referred to CWM from one of their other clients, personal relationships and time-tested results are what keep us with them, as we feel confident that they always have our best interests at heart."

- Walter F.

This statement is a testimonial by a client of the financial professional as of 4/4/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Take Control Of Your Finances

A professionally-designed financial plan gives you greater control over your finances and can help you work towards the short term and long term goals you have for you and your family.

Supported by your personalized plan, you can navigate through uncertain times and market turmoil, confident that your plan can allow you to be in control now and for the future.

A few of the services we offer individual and family clients include, but are not limited to:

Retirement Planning
401k/Pension/IRA Rollover Services
Asset Allocation Advice
Separately Managed Accounts (Stocks & Bonds)
Mutual Funds & Exchange Traded Funds
Corporate, Government, & Municipal Bonds
College Savings Programs
Traditional & Roth IRAs

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We Are Never Too Busy To Be A Resource For Someone You Care About.

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Cassa Wealth Management is here to help you strive for the financial freedom that will enable you and your family to enjoy the rewards of living life on your terms.