[Approach]

One Relationship. Everything Aligned.

Investment. Risk Management. Estate Planning. No Silos

About Hero

The Promise

We do not sell products. We design, implement, and defend a single, resilient ecosystem—yours.

Your Path, No Jargon

[01]
Discovery

We start by listening.

Understanding your goals, concerns, family dynamics, and financial complexity—before discussing products or solutions.

Clarifying priorities and long-term objectives
Reviewing existing accounts, structures, and coverage.
Identifying gaps, risks, and opportunities
[02]
Ecosystem Map

We map how everything connects.

Your investments, insurance, estate planning, tax strategy, and business interests don’t live in silos—and neither should your plan.

Visualizing your full financial picture
Understanding how decisions in one area affect another
Stress-testing the structure for life changes and transitions
[03]
Proposal

Then we design a plan that fits—nothing more, nothing less.

Clear recommendations aligned with your goals, risk tolerance, and long-term vision.

Straightforward recommendations
Alignment across investments, protection, and planning
Transparent rationale behind every decision
[04]
Alignment

We move forward together

Implementation, coordination, and ongoing guidance—so your plan stays aligned as life evolves.

Coordination across advisors and institutions
Ongoing review and adjustment over time
A long-term relationship, not a one-time transaction

One Firm. One Standard.

5 Partners. A team of Support Specialists. New Families accepted only when we know we can serve them fully.
Andrew Reese
Partner
Roy Perez
Partner
Ray Kubick
Partner
Nick Lee
Partner
Cory Clair
Partner

What You Actually Get

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Preservation before performance
Protecting what you’ve built through disciplined, long-term strategy.
Strategic Leverage Many Advisors Never See
Uncovering structural advantages through deeper planning and coordination.
Legacy Structures That Survive You
Building frameworks designed to endure change, transitions, and generations.

Since 1995, families have relied on our guidance through market cycles, life transitions, and generational change.

[Our Expertise]

Expert Solutions for Complex Challenges

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Schedule a Consultation
Our team is available during the hours below and happy to accommodate custom appointments as needed.
Monday- Thursday
08:00-18:00
Friday
09:00-17:00
Saturday & Sunday
08:30-19:30
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2525 Ponce De Leon Blvd.
Suite 500
Miami, FL 33134
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Cascade Private Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.