Adam Bishop

Financial Consultant w/niche-specific focus on Microsoft employees. Helping w/full planning & lessening their tax-burden

Adam Bishop is a seasoned financial strategist specializing in helping Microsoft (MSFT) families and individuals in the tech-world to reduce their tax burden and achieve their financial goals.

With a background in communications and finance, Adam holds a BA in Communications from the University of Washington and studied at Highline Community College, Federal Way High School, and Kentridge High School.

He currently serves as a Partner and Financial Strategist at Cascade Wealth Strategies and has previously held roles at Equitable Advisors, AXA Advisors, LLC, United Way of King County, Washington Federal Savings, and Marriott Spring Hill Suites.

Adam's expertise lies in navigating MSFT benefit programs such as 401k, ESPP, stock grants, and vesting schedules to help clients optimize their financial plans for tax efficiency.

He offers complimentary robust planning software to assess clients' financial situations, address shortfalls, and tailor recommendations based on individual short and long-term goals.

Adam Bishop welcomes introductory calls to help potential clients determine if his approach aligns with their financial needs and objectives.

Through personalized consultations, he assists clients in reducing or eliminating taxes, evaluating financial assets, and outlining strategies to meet their financial objectives.