Who We Are
Vivid Wealth was started by Michael MacKelvie CFP®, Certified Financial Planner, and Fiduciary.
Affiliated with Cascadia Wealth Management, Custodied with T.D. Ameritrade.
Cascadia Partners, and
Michael MacKelvie (Vivid Wealth Creator)
Vivid Wealth Management, started by Michael MacKelvie, is affiliated with Cascadia Wealth Management, an association of 16 Wealth Advisors with an average of more than 18 years of experience in financial services. After continual success through various seminars and educational events, Michael began marketing under Vivid, but still works underneath the Cascadia umbrella.
Cascadia/Vivid Wealth Management Office
With over 30 years in media, Kimberly brings a wealth of experience to processing Cascadia’s business. Kimberly helps with all the day-to-day essentials, such as onboarding new clients, administrative work, and assisting her son, Michael MacKelvie.
Outside of work, Kimberly enjoys spending time with family, and traveling. She is married to her husband of over 35 years, who is also named Kim, and together they have two sons, Sean, and Michael.
Gonzaga – Bachelor of Arts, History (Summa Cum Laude)
Portland State – Post Baccalaureate
Why do I help people with personal finance?
The recession of 2008 was a major setback for hundreds of millions of people, including my family. Seeing this firsthand opened my eyes to how interconnected every financial decision is. Unfortunately, with how complex the financial world is, knowing what is best for your overall financial plan is highly challenging.
As a fiduciary, I am legally obligated to act in the best interests of my clients when financially planning. My mission is to help clients, students, and the people of the community weed through financial complexities and make sound, educated financial decisions that lead them to financial independence.
How do I educate people to make sound financial decisions?
A massive misunderstanding is that financial planning is built purely off numbers, and equations. The tendency for advisors and clients is to focus on products, fees, and rates of return, which leads to decisions made in isolated silos. I believe this is not the way one should approach planning.
First, we strive to understand what is most important to our client, and what they want to accomplish in life; we must define their definition of “wealth”. Once this is understood, my purpose is to guide the client through the planning process and help them navigate the financial world to reach their definition of wealth. This includes full transparency and education on the fees, products, and tools available for the plan.
What is wealth to me?
Educating the world on how to make sound financial decisions. Outside of finance, I also enjoy spending time with my family, the outdoors, making video’s, and playing basketball.
Certified Financial Planner®
Life and Health Insurance License
Regis University, BA in Business, and Finance.
CA Insurance License #0L96564. Domiciled in Oregon.