Testimonials

"We have been working with CWM for several years now, and what we value most is the straightforward communication that is tailored to our situation, our portfolio and our level of understanding of retirement planning, the markets and their potential impacts. CWM has taken the time to understand more than our tolerance for risk, but also to know and understand our life-style, our family needs and our retirement objectives. During the process, CWM educated us on things that we need to consider in our plan that were not so obvious to us before. CWM has broken down the overall picture into focus areas for us. We now understand where we are in our retirement preparations, the up and down nature of the markets and how this cycle can help us in the long term. We are not as emotionally tied to the roller coaster effects of the Stock Market. From the beginning of our relationship with CWM, we had a clear Financial Plan that we worked together to develop. From the inception, CWM prepared us with an education on market volatility and how important it is to stay the course during difficult times. They emphasized that we should be very cautious about moving money around during turbulent times. We are relatively conservative investors and, while we have been impacted by the ups and downs of the markets from time to time, we know that our investments are solid and as the market recovers, so will our investments. We are not reacting to the changes in the market place without a thorough review of the situation, the risk and the potential rewards. Again, that initial interview process was extremely thorough and made us really think about our risk tolerance in a different way, which is providing us with confidence during the tough times. I describe this as a journey. First, working with CWM, we took the time to define where we were in our plan, our current reality. Then, we worked on where we want to be, and when we wanted to get there. From there, CWM worked with us on the details, our current spending, our short and mid-term objectives and with this information provided us with several options regarding the path or route we could choose. Very similar to a WAZE trip plan, our customized Financial Plan had a recommended route, and some alternate routes that were all based on our goals & objectives. CWM explained the risk/reward profile of each option, which helped us choose what was right for us. CWM never pressured us to do anything that we were not comfortable with, but always shared various points of view to ensure we had a clear understanding. The benefit is that we have a plan, we review it regularly, and we have confidence that we will arrive at our destination and have a healthy retirement portfolio and financial security for the long haul. We have shopped around, and we have a good understanding of the acceptable rates for the services provided. We value the relationship with CWM and feel that the Fee Structure is both fair and competitive. Where CWM excels is in the VALUE offered, as they make us feel that we are more than just a customer to them. Our experience with CWM has been very positive. Certainly, the team is professional in their approach, communications, and preparations. Most of all, they are very approachable, easy to communicate with and provide options for us to choose from so we always feel comfortable with the path we are taking."

-William B.

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.

"What I value most about Cassa Wealth Management is the knowledge that a team of professionals that have my best interests as their prime motivator is managing my assets. I’m confident about my financial future due to the fact that CWM has a firm grip on my goals, objectives and risk tolerance and are constantly readjusting my portfolio, as necessary, to maximize performance while minimizing risk. CWM reaches out to me during turbulent times, taking a proactive approach to ensuring that I understand what is going on in the markets, and I am comfortable with how my assets are invested. It is always comforting to know that when things get rough, I can count on my team at CWM to reach out and assure me or recommend any necessary adjustments. In 2009, I took an early retirement from my employer. I found Jim on LinkedIn and having known him from a previous job, reached out to him to see if he could help me structure my retirement assets. He put a Financial Plan together, updated it several times through the years and continued to “hold my hand” to the finish line (retirement). I can attest that Jim and the team at CWM are true professionals. It is rare that you will find a Financial Advisory Firm that cares more about their clients than CWM does!"

"Jim & his team have been trusted resources for my family for many years. We trust their understanding of our unique financial situation, as well as our goals and risk tolerance. Cassa Wealth Management listens to our concerns and make my wife and I feel like we really matter. They really care about their clients, provide a personal touch and we trust their opinion. They take a long-term approach to Financial Planning and don’t make rash decisions during stressful times. Their unique Financial Planning Process and Retirement Income Strategy made us feel comfortable that we were ready to retire. When we have concerns, they lay out all the options in detail and update our Financial Plan to illustrate what strategies they think, in their professional opinion, put us in the best position. Most of all, their fees are worth it as I feel great comfort that if something happened me, they would take very good care of my wife. I would recommend them to anyone looking for a long-term relationship to manage your financial future."

-Andrew M.

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.

"What I most value about Cassa Wealth Management is their availability as they make themselves quickly accessible to me at all times. Additionally, I found great value in the development of a well-guided Financial Plan to help me strive to achieve my financial goals. These factors have allowed us to build a trusting relationship. Their advice is research based and is presented in an understandable way, with good explanations and with my goals in mind. Previously, that wasn’t the case with my other financial advisors, who appeared to be working for their benefit, not mine. CWM often reinforces the well-known concept of staying the course during turbulent markets. I believe my fees are justified, as CWM’s services are excellent. I appreciate the direct communication that I have with my advisor. What makes CWM stand out to me is the emphasis they put on client education so I can understand the complexities of the markets. Communication is what really makes this relationship work well for both of us."

"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. With that in mind, they always display a holistic Financial Planning process, a thorough understanding of the markets and an honest interest in guiding their clients through both good and bad times. Their Financial Planning process is flexible and offers strategies that suit their clients needs. Their fees are well worth it for all the extra work they do to provide their clients with solid advice. Their staff goes above and beyond what I have received from any of my previous advisors and their timely communication puts me at ease during stressful times. What separates Cassa Wealth Management from other advisors is the time and effort they put into their investment recommendations taking into account asset location strategies, which result in income tax minimization within our stated risk tolerance."

-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. CWM’s advice has made us feel more confident about our financial future, very much so. We talk each quarter about my specific situation and the market implications and, together, help make decisions on how to proceed. Jim and team seem to be well versed in the market and understand my goals to marry them together and help with my decision-making. CWM has been particularly helpful during turbulent markets and helped me avoid making mistakes that could have been costly. It is very tempting to pull money and be quite scared when the market shifts, particularly shift dramatically. As each event has occurred, Jim has reached out with an offer to discuss the implications on my specific portfolio and we continue to review overall, long-term goals that help to stay the course. CWM’s Proprietary Planning Process made me feel confident that our long-term plan will set us up nicely for retirement a few years down the road. This is very important to my family. Considering all the Client Services we receive such as Financial Planning, regular phone calls regarding changes in the Stock Market, periodic Investment changes, Tax Loss Harvesting, their detailed Y/E Review Process, as well as their Client Appreciation Events, I rate the value for fee charged quite high. I think it is rare to get this level of support and service for the fee charged. Jim and his team are always quite prepared for our meetings. He has clearly researched and understands the market, and its subsequent impact on my portfolio and long-term plans. It is that personal touch that really means a lot. I believe what makes CWM stand out from everyone else is the personal touch. Jim seems like a family friend, not just someone I talk to a few times a year. He has gotten to know some of how our family operates, what our challenges are, and he goes out of his way to make sure we understand the support he can provide with those things in mind."

"We value the personal attention that we receive from Cassa Wealth Management and the ease in which our concerns are resolved. We have benefitted in the past from CWM’s advice and this is why we continue to entrust them to manage our financial future. CWM has reached out to us during turbulent market environments and has proactively reassured us of our course for the long term. By looking at our personal needs, goals and resources, CWM constructed a long-term Financial Plan to strive to meet these goals without subjecting us to unnecessary risk. Considering fees charged for CWM’s services, we feel it has been good return on our investment year after year. Our concerns have always been explained, and addressed, in the most professional manner. We have confidence in CWM and its staff. 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 comfortable that they always have our best interests at heart."

"James Cassa and the staff at Cassa Wealth Management are the ideal financial managers. I have been with James Cassa for 13 years and I can fully trust that he and his staff always have my best interest in mind regarding transactions and planning for the future. I am confident that my financial future in retirement is secured. In these anxious times, I find his Financial Planning processes and procedures to be calming and reassuring. He and his staff are always professional and practical. He is especially adept at educating me as to what is going on in the financial markets and how to interpret the information. I would have to say that what I value most about Cassa Wealth Management is that I can trust that there is a sharp eye on my portfolio at all times."

-Mary L.

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.