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Cascade Guided Wealth

Cascade Guided Wealth


Investment Services Financial Planners Financial Services

Gray Membership


At Cascade Guided Wealth, we believe that knowledge is power. Our goal is to help clients feel confident and comfortable with their financial future. Through our holistic approach, we develop customized strategies that address your individual needs and concerns. Whether you plan to retire in 2 years or 20, we want to simplify the path to your goals.

Between now and your future is a plan.

Lauree Harrison, CFP© is a Senior Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Membership Type

Gray Membership


Jessica Gober
Director of Client Services

Lauree Harrison
Senior Financial Advisor

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