Why Caissa Wealth Strategies?2018-08-14T16:24:55+00:00

Caissa, the Goddess of Chess, is pronounced “ky-suh.”

Caissa: Defining Excellence Professionally

We are in the business of strategic wealth planning, carefully thinking multiple steps ahead which is not unlike how one would analyze and plan a move in chess. Many others who hold themselves out to be “advisors” are quite often in the game of checkers – a quick game with a primary driver of how quickly one can get kinged with little regard to other pieces on the board. This is not our firm, Caissa is holistic and strategic.

Chess strategy… the aspect of chess concerned with evaluation of positions, setting of goals and long-term plans for future play.
While evaluating a position strategically, a player must take into account such factors as the relative value of the pieces on the board, pawn structure, king safety, position of pieces and control of key squares and groups of squares.

Caissa: Defining Excellence Personally

The name came to life while reflecting on conversations with clients about our business analogy to chess, as well as my husband enlightening me about mythology during a trip to Greece. I started to research a company name that intertwined with chess. I found Caissa: Goddess of Chess – and it fit. I stopped looking.

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