Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Meet Our Investment Committee At Caissa Wealth Strategies, we take pride in being a boutique wealth management firm with the deep resources of a larger institution. Our goal is simple: [...] READ MORE >
We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named one of Money’s Best Women Planners of 2025*! Money’s choices for the [...] READ MORE >
In November, we welcomed Brad Heideman to Caissa Wealth Strategies as our new Senior Investment Advisor. We had him answer a few questions to get to know him better. What [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Each month, CAISSA performs an analysis of prevailing global events, assessing their potential influence on our clients’ wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring [...] READ MORE >
Overview The One Big Beautiful Bill Act, signed into law July 4, 2025, includes significant tax law changes that will impact nearly all individual taxpayers. The new law extends or [...] READ MORE >
Having been on the team for just over a year, Hope Quinn has become an integral part of the day-to-day operations at CAISSA Wealth Strategies. Hope is a Client Service [...] READ MORE >