Joey R. Smith, CRPC

Joey R. Smith, CRPC Private Wealth Advisor at Ameriprise Financial Services, LLC

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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

At Cascade View Wealth Management we emphasize celebrating our client's "0" birthdays! We do a bit extra for our client...
06/02/2026

At Cascade View Wealth Management we emphasize celebrating our client's "0" birthdays! We do a bit extra for our clients on those birthdays. So, I decided to take that advice myself and went BIG for my 50th! I organized a golf "bucket list" trip to Scotland with 7 of my favorite people. It was 2 yrs in the making, and the trip to the birthplace of golf exceeded all our expectations. The 10 rounds of golf in 8 days was epic. We played iconic golf courses including, Turnberry, Royal Troon, Carnoustie and I was also fortunate to play The Old Course at St. Andrews. The best part though was the fun and comradery amongst these extraordinary gentlemen. We got back home on Sunday night and the whole thing now feels surreal. These memories I will hold with me for the rest of my life.

05/30/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
05/15/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, we're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Address

1201 Pacific Avenue Ste 1250
Tacoma, WA
98402

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12537520230

Website

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