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Willamette Cascade Wealth ManagementFinancial advisor in Lake Oswego, OR

Willamette Cascade Wealth Management is a financial advisor at 5885 Meadows Rd, Lake Oswego, OR 97035, ranked #20 of 58 wealth managers in Lake Oswego and rated 5.0 from 5 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Oswego, ORUpdated 0 paid placements in any rankingHow we rank

Call (971) 610-0718Website ↗

Key facts

Key facts about Willamette Cascade Wealth Management
Address5885 Meadows Rd, Lake Oswego, OR 97035Get directions
Phone(971) 610-0718
Websitefa.wellsfargoadvisors.com
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Sherwood, Oatfield, West Linn, Gladstone, Oregon City and Portland.

Based in Lake Oswego, ORView on map

Questions about Willamette Cascade Wealth Management

How is Willamette Cascade Wealth Management ranked in Lake Oswego?

Willamette Cascade Wealth Management is ranked #20 of 58 wealth managers in Lake Oswego by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Willamette Cascade Wealth Management serve?

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Sherwood, Oatfield, West Linn, Gladstone, Oregon City and Portland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Willamette Cascade Wealth Management?

Willamette Cascade Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Willamette Cascade Wealth Management?

Call Willamette Cascade Wealth Management on (971) 610-0718. The business is at 5885 Meadows Rd, Lake Oswego, OR 97035. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Willamette Cascade Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Willamette Cascade Wealth Management (this business)—645.0 (5)——
AIM Wealth Advisory Group - Ameriprise Financial Services, LLC#18655.0 (7)NoNo5.5 mi
Tallus Wealth Management#19645.0 (5)——1.0 mi
Firenze Wealth Management#21645.0 (6)NoNo1.2 mi

See all 58 ranked wealth managers in Lake Oswego