Financial & Retirement Planning
Achieving goals with comprehensive, customized financial plans. We simplify your financial life to free you to focus on what matters most.
Investment Advice & Tax Strategies
Unbiased independent investment advise, backed by our exceptional qualifications. Sound tax planning can extend the longevity of your investment portfolio.
Business Planning & Employee Retirement Plans
Financial analysis of your business with suggestions on how to improve its value. Employee Retirement Plans for Businesses and their Owners.
As a fee-only RIA, we provide independent, unbiased advice with a fiduciary obligation to put our client's best interest first.
Cascade Wealth Advisors is an independent, fee-only registered investment advisory firm based in Wenatchee, Washington. We are paid directly by our clients for our services, much like an attorney or accountant. We do not receive commissions or any other financial incentives from brokerages, banks, insurance companies or financial service providers. Our advice is free from the influence that such outside compensation may induce. As a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interest.
Wealth Management built for you.
We work hard to help simplify our clients' financial lives, optimize their investments and organize their personal financial planning. We take our time to listen closely with our clients to help them grow and protect their wealth, to achieve their financial goals with cost-efficiency and reliability.
22+
Years of investment experience
Our Partners
