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Consulting

Cassaday & Company

Cassaday & Company's headquarters in McLean, VA, United States

Stephan Q. Cassaday

Fpqp Lindsey Witchie

Michelle Tigani

Christopher Young

Allison Felix

The Estate Planning Team at Cassaday & Company develops comprehensive estate plans to help clients manage their assets and ensure seamless wealth transfer. They provide tailored strategies that address legal, financial, and personal objectives, ensuring clients' wishes are honored and minimizing tax obligations.

Estate Planning Team

The Financial Planning team at Cassaday & Company provides personalized financial strategies, manages clients' portfolios, and ensures the alignment of financial plans with clients' long-term goals. Their responsibilities include comprehensive financial analysis, retirement planning, tax optimization, and legacy planning, all while maintaining a high standard of excellence and integrity.

Financial Planning

The Leadership Team at Cassaday & Company drives strategic direction and ensures the firm’s commitment to excellence in independent wealth management. Comprising experienced professionals, including the Chairman & CEO and multiple Principals, they foster a culture of integrity while overseeing compliance and client services, ultimately enhancing client relationships and business growth.

Leadership Team

This department focuses on managing marketing strategies, communication initiatives, and event coordination to enhance brand visibility.

Marketing and Communications

The Directors at Cassaday & Company are responsible for overseeing and enhancing the firm's core functions, including business processes, advanced financial strategies, investment strategy and operations, and information technology. Their combined expertise ensures the company's continued excellence and integrity in wealth management.

Directors

This department provides high-level administrative support to executives and leadership, facilitating effective communication and organizational efficiency.

Cassaday & Company

Org chart

Teams

Estate Planning Team

Financial Planning

Leadership Team

Marketing and Communications

Directors

Executive Support

Offices

Cassaday & Company

Org chart

Teams

Estate Planning Team

Financial Planning

Leadership Team

Marketing and Communications

Directors

Executive Support

Offices

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