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We’d love to hear from you. Whether you’re looking for strategic guidance, compliance support, or a trusted partner to help your organization grow, Cascadia Advisory Group is here to help.

Use the form below to get in touch or schedule a consultation by clicking Here.

If you prefer, you can also email us directly at info@discoveryinvestments.org, and we’ll respond promptly to connect you with the right resources.

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 Legal

  • Accessibility Statement for Cascadia Advisory Group

    Cascadia Advisory Group is committed to ensuring digital accessibility for people of all abilities. We actively work to improve the user experience for everyone and apply the relevant accessibility standards outlined in the Web Content Accessibility Guidelines (WCAG) 2.1, Level AA.

    We regularly review our website to identify and fix potential accessibility barriers. Our goal is to make our website content and services accessible to the widest possible audience, regardless of technology or ability.

    Accessibility Features

    • We use clear, consistent structure and descriptive headings.

    • All images include alternative text where appropriate.

    • Our site is navigable by keyboard.

    • Text is designed to be legible and adjustable in size.

    • Color contrast meets WCAG 2.1 AA standards where feasible.

    Ongoing Efforts
    We recognize that accessibility is an ongoing effort. If you encounter any difficulty accessing content on this site, please contact us so we can assist and improve your experience.

    Contact Us for Accessibility Assistance
    Use the form above to contact us.

    We welcome feedback and will make all reasonable efforts to accommodate accessibility requests.

  • Last updated: November 2025

    Your privacy is important to us. This Privacy Policy explains how Cascadia Advisory Group (“we,” “our,” or “us”) collects, uses, and protects personal information through our website, www.cascadiaadvisorygroup.com.

    Information We Collect

    We may collect personal information you voluntarily provide, such as your name, email address, and phone number, through contact forms, newsletter sign-ups, or service inquiries.

    We also collect limited technical information automatically through cookies and analytics tools (e.g., IP address, browser type, device information).

    How We Use Information

    We use your information to:

    • Respond to inquiries or requests

    • Provide services or information you’ve requested

    • Improve our website and user experience

    • Comply with legal obligations

    We do not sell or share your personal information with third parties for marketing purposes. We may use trusted third-party tools such as Google Analytics or Squarespace’s native analytics to understand website performance.

    Cookies

    We use cookies to analyze site traffic and enhance usability. You may adjust your browser settings to refuse cookies if you prefer.

    Data Security

    We maintain reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, misuse, or disclosure.

    Your Rights

    Depending on your location, you may have rights to access, correct, or delete your personal data. To exercise these rights, contact us using the information below.

    Contact Information
    Please reach out using the contact form above.

    California Residents

    If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA).

  • Last updated: November 2025

    By accessing or using this website, you agree to the following terms and conditions. Please read them carefully before using our website.

    1. Use of Website

    This website and its contents are provided for informational purposes only. Accessing this site does not create a client-consultant relationship.
    You agree not to use this website in any way that could damage, disable, or impair its operation or interfere with other users.

    2. Professional Advice

    The content on this website is provided for general informational purposes only and should not be interpreted as legal, tax, or accounting advice.

    While Cascadia Advisory Group provides professional consulting services, the information on this site does not create a client relationship or constitute personalized consulting advice. Any decisions or actions based on this information should be made in consultation with qualified legal, tax, or financial professionals familiar with your specific circumstances.

    3. Intellectual Property

    All materials on this website, including text, graphics, logos, and other content, are owned by Cascadia Advisory Group and protected by intellectual property laws. You may not copy, reproduce, or distribute any materials without written consent.

    4. Links to Other Websites

    Our website may contain links to third-party sites for your convenience. We are not responsible for the content or privacy practices of those sites.

    5. Limitation of Liability

    Cascadia Advisory Group shall not be liable for any damages arising out of your use of this website or reliance on its content. Your use of this site is at your own risk.

    6. Governing Law

    These terms are governed by the laws of the State of Washington. Any disputes shall be resolved in the courts located in Clark County, Washington.

    Contact Us
    For questions regarding these Terms of Use, please contact us using the form above.