When you work with Sherryl Adair and the Cascade West Group, you’ll have an entire team of financial professionals focusing on what’s important to you.
Our practice includes:
• A team approach with advice based on your values and goals
• Always striving to exceed our clients’ expectations
• A foundation of organizing, consolidating and simplifying the financial planning process
• Envisioning your wealth holistically, greater than the sum of its parts
• Complex solutions, including estate strategies, wealth management, special/supplemental needs trusts, legacy strategies and managed accounts
As a wealth advisor, Sherryl has in-depth experience in the financial industry. She has also completed extensive licensing and accreditation requirements. This allows her team to offer you a broader range of solutions and assist you with even the most complex financial needs. Sherryl’s team will work together with you to analyze your current situation, develop in-depth financial programs and implement an integrated financial strategy.
As a Fortune 500, not-for-profit and membership organization Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members’ best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.
Photo Caption: Left to right: Seated: Five-year winner Sherryl Adair, Wealth Advisor, CLTC, FIC; Camille Adair-Hatch, Financial Associate; Standing: Connie Hogue, Office Professional; Jerry Walker, Licensed Office Professional; Michelle Angell, Office Professional
To read more about Five Star Professional's methodology for determining winners,
Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Securities and investment advisory services are offered through Thrivent Investment
Management Inc., 625 Fourth Ave. S, Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment
Management Inc. They are also licensed insurance agents/producers of Thrivent. For additional important information, visit Thrivent.com/disclosures. Fee-based investment advisory services are available through qualified
investment advisor representatives only. 1365911-120315.
Five Star Professional identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Seattle area (including Island, King, Kitsap, Pierce, Snohomish and Thurston counties in the state of Washington) to gather wealth manager nominations. Self-nominations were not accepted.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
1. Credentialed as a registered investment adviser or a registered investment adviser representative;
2. Active as a credentialed professional in the financial services industry for a minimum of 5 years;
3. Favorable regulatory and complaint history review*;
4. Fulfilled their firm review based on internal standards;
5. Accepting new clients;
6. One-year client retention rate;
7. Five-year client retention rate;
8. Non-institutional discretionary and/or non-discretionary client assets administered;
9. Number of client households served;
10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client‘s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Seattle Magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
2649 Seattle wealth managers were considered for the award; 424 (17 percent of candidates) were named 2014 Five Star Wealth Managers.
* As defined by Five Star Professional, the wealth manager has not:
A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine;
B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process;
C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority;
D. Filed for personal bankruptcy;
E. Been convicted of a felony.
For more information on the Five Star award and the research/selection methodology, go to http://www.fivestarprofessional.com/wm_program.