Cass Grange

Cass Grange brings over three decades of dedicated experience as a financial advisor, with a current focus on delivering comprehensive investment advisory services through NWAM, LLC dba Northwest Asset Management. At Watercolor Financial, Cass leverages his extensive expertise in asset management, retirement planning, and estate strategies to help clients navigate complex financial landscapes with confidence. His role involves not only developing tailored investment portfolios but also providing strategic guidance on charitable giving, trusts, and employee benefits, ensuring that each client’s unique financial goals are met with precision and care.

Cass’s approach is rooted in structured, meaningful conversations that evaluate clients’ financial obligations, responsibilities, and motivations. This method allows him to craft personalized financial plans that align with both short-term needs and long-term aspirations. His proficiency in project planning and social media enables him to stay ahead of industry trends and communicate effectively with clients, fostering trust and transparency. Collaborating closely with his business partners, Bleckley Dobbs, CFP®, and Megan Poore, Cass ensures a holistic approach to wealth management that encompasses investment strategies, risk management, and charitable planning—especially for nonprofits and philanthropists.

With a keen understanding of the nuances of social impact investing and nonprofit financial stewardship, Cass is committed to helping clients optimize their assets for both financial growth and societal benefit. His expertise in trusts, employee benefits, and charitable giving positions him as a trusted advisor for individuals and organizations seeking to make meaningful, lasting financial decisions. Through his dedicated service, Cass continues to empower clients to achieve financial security and fulfill their broader life and legacy goals.