We are thrilled to have Andrew Campbell as a valued member of the CAISSA team. Andrew is a Senior Wealth Advisor specializing in high-net-worth client experience, including cash flow, estate, [...] READ MORE >

Celebrating Excellence: Aimee Bauman Named to the 2024 Best Financial Planners List We are proud to congratulate Aimee Bauman, Director of Wealth Planning at CAISSA Wealth Strategies, for being named [...] READ MORE >

CAISSA analyzes global events monthly, assessing their potential influence on our client’s wealth plan. We are diligently having strategic discussions with our portfolio managers, ensuring that our position remains informed [...] READ MORE >

Navigating Retirement: Strategic Planning with CAISSA and Copeland Buhl  In this Caissa Colleague segment, Kelly Pedersen, owner of Caissa Wealth Strategies, sits down with Katie Monger, CPA and partner at [...] READ MORE >

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The Difference Between a Fee-Only Wealth Management Firm and Other Types of Firms When it comes to managing your finances, understanding the structure of the wealth management firm you choose [...] READ MORE >

The Federal Reserve has initiated its first rate cut in four years, lowering the benchmark federal funds rate by 50 basis points and bringing it to a range of 4.75% [...] READ MORE >

We are thrilled to have Aimee Bauman as a valued member of the CAISSA team. She is a Director of Wealth Planning who specializes in high-net-worth cash flow and estate [...] READ MORE >

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Navigating Executive Transitions: A Conversation with Kelly Pedersen of Caissa Wealth and Melissa Johnston of EntreBank In the first Caissa Colleague Blog, Kelly Pedersen, owner of Caissa Wealth Strategies, sits [...] READ MORE >