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WEG - THG Cascade Team

EST. AUM
$108,000,000

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Firm Details

Metro area Portland, OR
CRD Number
Website wealthenhancement.com
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Overview

The THG Cascade Team is a Bend, Oregon-based wealth management practice that serves as a specialized advisor team within Wealth Enhancement Group. Founded in 2011 as Sherpa Wealth Strategies, the firm was acquired by Wealth Enhancement Group on April 30, 2026. The team specializes in the "Financial Empowerment Journey," a holistic coaching model designed for high-net-worth individuals, families, and business owners. Their strategy focuses on aligning complex financial structures—such as retirement planning and multi-generational estate transfers—with the long-term values and goals of their clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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