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Let’s Talk

THG Cascade Team

3395 SW Garden View Ave

Portland

,

OR

97225

(503) 292-5853
thgcascade-info@wealthenhancement.com
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Meet with us

About the THG Cascade Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The THG Cascade team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Client Logins

Fidelity Schwab Alliance EMoney

Wealth Enhancement Welcomes The H Group and Sherpa Wealth Strategies

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Advisory Team

Fred King - Senior Vice President, Financial Advisor at Wealth Enhancement

Fred King

CFP®
Senior Vice President, Financial Advisor
Portland - SW Garden View Ave, OR
Brian Stallcop - Senior Vice President Financial Advisor at Wealth Enhancement

Brian Stallcop

CFP®, CEPA®
Senior Vice President, Financial Advisor
Bend, OR
Rodney Cook II - Vice President, Financial Advisor at Wealth Enhancement

Rodney Cook II

CFP®, CEPA®
Vice President, Financial Advisor
Portland - SW Garden View Ave, OR
James Sager - Vice President Financial Advisor at Wealth Enhancement

James Sager

ABFP™, CFP®
Vice President, Financial Advisor
Bend, OR
Scott Maxwell - Vice President, Financial Advisor at Wealth Enhancement

Scott Maxwell

CFP®
Vice President, Financial Advisor
Portland - SW Garden View Ave, OR

Client Service Team

Lindsay Burton - Senior Client Service Associate at Wealth Enhancement

Lindsay Burton

Senior Client Service Associate
Portland - SW Garden View Ave, OR
Melissa Jones - Senior Client Service Associate at Wealth Enhancement

Melissa Jones

Senior Client Service Associate
Bend, OR

Resources from our team

Topic
Topic
PDF

Using Your Net Worth to Keep Score

Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net worth tomorrow depending on the amount in your checking account or the value of your stock portfolio.
4/30/2026
PDF

Why Wealth And Liquidity Aren’t The Same Thing

You’re not alone. Many successful professionals and business owners live this strange paradox: high income, growing net worth and low liquidity. It’s the curse of being “asset-rich and cash-poor.” You own things. Valuable things. But when real-life bills show up, your bank account flinches.
4/30/2026
PDF

Tax Arbitrage in Your Sixties

Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years. In most cases, those contributions were made on a tax-deferred basis. Money contributed to the plans did not have to be reported on your income tax return.
4/30/2026
PDF

Secrets of The Modest Millionaire

One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently invested small sums in stocks and mutual funds. He lived in a modest home and always bought used cars because he could fix them up himself. Ron put two kids through college and by the time I met him was living a comfortable if modest retirement.
4/30/2026
PDF

Preparing to Sell Your Business

Selling a business is a significant decision that requires careful planning to ensure a successful exit. It’s not just about securing the best price; it involves considering your personal financial future, planning for life after the sale, and optimizing your business for potential buyers. Here are key steps to help you prepare effectively.
4/30/2026

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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