Dan Halos

Dan Halos

Financial Consultant

The mission of Cascade Wealth Strategies is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients, and simplify our clients' lives freeing them up to focus on what is most important to them.

Cascade Wealth Strategies is a unique collection of investment advisors with collectively over 60 years of experience coming together for one goal—to meet and exceed the financial needs of our clients. We realize that no ONE advisor can be everything to every client. We have come together to have the right resources and specialization to address a very broad range of client's needs. Working with this team, our clients get personalized and specialized advice, with a superb client experience.

We look forward to helping you Build, Manage, and Protect your wealth.


California Insurance License #: 0H28557

Arkansas Insurance License #: 8733541

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6270
Fax 206-956-6202
Mobile Phone 206-604-2136