461 From Road
3rd Floor, Suite 385
The Financial Services industry is a relationship oriented business built on integrity, trust and respect. As a CPA and former Controller in several Fortune 500 Companies, I possess over 25 years of accounting and tax knowledge. Equally important, I have always maintained the highest standards of professional ethics. My career as a financial advisor for families and businesses is built on this strong foundation of experience coupled with an unwavering commitment to moral standards.
"My clients' needs are always at the top of my priority list"
Independent Objective Advice
Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services.
Personalized Financial Plans and Recommendations
We pride ourselves on our financial planning process and personalized service. Rather than offering our clients packaged products that are good for our firm, we provide customized financial plans and investment recommendations tailored to each of our client's unique needs. We monitor each client's progress against their plan and work closely with them to keep them on track toward managing their goals.
Additionally, our background in Accounting and Taxes enables us to work collaboratively with our clients' CPA and Estate Planning Attorney to coordinate these valuable services.
5 Star Wealth Manager Recognition
For 9 consecutive years, Jim Cassa received the coveted 5 Star Wealth Manager Award. Recognizing advisors for their customer service, integrity and value for fee charged, this prestigious award is given to less than 3% of the Financial Advisors in the local market.
Over the years. many of our clients have become our friends because we care about them as people, not just their money. As a result of our hard work, dedicated service, honesty and integrity, we have earned the title of Trusted Advisor.
To learn more about how Cassa Wealth Management can help you or someone you care about, please contact us for a complimentary consultation.
"Through LPL Financial we provide independent and objective advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services."
"We provide customized financial plans and investment recommendations tailored to each of our client's unique needs."
"Over the years. many of our clients have become our friends because we care about them as people, not just their money."
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