Erik Cascio

About

I am Erik Cascio, a distinguished financial consultant and founder of Golden Tree Wealth Partners, LLC, and Golden Tree Tax & Accounting, LLC. With over 16 years of expertise in the financial sector, I've collaborated with major institutions like JPMorgan Chase, New York Life Insurance Company, and MassMutual, focusing on securities and agency management. In 2020, I launched my firms to revolutionize wealth management by providing CFO services tailored for small-to-medium-sized businesses. This strategic move addresses the high costs and complexities of hiring a full-time CFO. Our CFO as a service is a game-changer for growing companies, offering a less expensive alternative with lower overhead costs related to administration, payroll, and benefits. This approach allows businesses to remain agile, implementing changes swiftly and effectively across various industries. Since our inception, Golden Tree Wealth Partners has seen remarkable yearly growth, ranging from 50% to 100%, undersc

Investment Focus

Location

Chicago, US