Cascade Wealth Planning is an independent registered investment advisor serving ambitious parents in the greater Boston area. Founded by Chad Onufrechuk, the firm helps individuals and families make informed financial decisions as they balance the needs of raising children with long-term security. Its guidance is designed to help parents understand what they can afford, weigh choices such as childcare, private school or stepping back from work, and plan for goals including college and retirement.

Services include financial planning, investment management, college and retirement planning, estate planning, debt and cash flow management, and risk assessment with insurance recommendations. Cascade Wealth Planning takes a comprehensive approach, bringing a family’s financial picture and priorities together in a plan intended to support both present-day quality of life and future goals. The process begins with an introductory call, followed by a discussion of financial goals and, when the client and advisor agree to proceed, a client agreement and implementation.