Caissa Wealth Strategies

We're in the business of torpedo proofing retirement visions. Caissa Wealth Strategies provides advice and oversight of your wealth that is based on your unique situation. We're committed to each client's goals, and are as dedicated, if not more, to your financial plan as you are. We strategize multiple steps ahead, not unlike how one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others, but all are integral. We act as your Personal CFO to analyze, strategize and manage ALL of the financial pieces so that you don’t have to. While we manage investments, we know they’re not the only area of your retirement plan that needs attention. We start with the financial plan. Every client receives a personal plan which integrates cash flows, taxes, net worth statements, insurance analysis and estate plan reviews. Utilizing your financial plan as the driver, we back into a scenario of cash flows and investment a