Independent Fiduciary
Wealth Management

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 recieve 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.

Our Company

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.

Our Services

22+

Years of investment experience

Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Our Partners