Strategic Tax Planning That Actually Works

In partnership with

Who They Are

Erik Cascio is a seasoned CFO, financial consultant, and tax strategist who helps business owners take control of their finances and stop leaving money on the table. As the CEO of Golden Tree Wealth Partners, Erik brings over 17 years of entrepreneurial experience to every client engagement. He’s passionate about proactive planning, eliminating financial guesswork, and helping companies scale smarter.

What He Does

Erik provides fractional CFO services, strategic tax planning, and financial operations consulting to startups and established businesses alike. From identifying hidden savings to restructuring operations for long-term profitability, his team builds a full financial GPS so business owners can grow without tax season panic. And unlike traditional CPAs, Erik doesn’t just show up once a year—he’s a true partner who stays involved monthly or quarterly.

Why You Should Connect

For services: If you're overpaying in taxes, outgrowing your CPA, or lacking visibility into your numbers, Erik is the strategic partner you need. His White Glove service takes the stress off your plate while uncovering major financial wins.

For networking: Erik is a great referral partner for attorneys (estate, tax, and business), financial advisors, business coaches, and service providers supporting growing companies. He’s well-connected, collaborative, and invested in client success.

📍 Connect with Erik Cascio:
🌐 https://www.goldentreewealthpartners.com
📧 [email protected]
🔗 Alignable Profile

Want to know more? Watch the full interview here.

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