How We Work

Our firm specializes in helping individuals develop suitable retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity


Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance



Whether you are working towards retiring, about to retire, or already retired, we will guide you down the retirement pathway. We understand the importance of feeling confident in your investments and work with you to craft an individualized retirement plan tailored to your risk tolerance, time horizon and goals. Give us a call today to begin building your retirement future.



At Cashmere Valley Wealth Management we offer a broad range of investment products. Each investment provides specific benefits and is used to provide you with an investment portfolio individually designed to aim to reach your investment goals.
We manage broadly based portfolios of stocks and bonds through exchange trade and mutual funds. These accounts are tailored to meet your risk tolerance and time horizon with the final aim being your investment objectives.
We take advantage of a range of fixed income products for conservative investments including municipal bonds, brokered CDs, corporate bonds and market-linked notes.
For growth oriented investors we draw from the equity universe to build portfolios with strong performance potential based on technological advancement, demographics and place based investing.
Give us a call to learn more about our research process and the investment opportunities we provide.



We understand the importance of ensuring a future on solid financial footing for both you and your family and work with you to create a financial plan which seeks to accomplish your estate planning goals. Whether you are planning for a time of transition or currently in one, we know the value of financial clarity and planning, and will engage with you to craft a financial plan to meet your wishes.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (509) 664-7168