Welcome to Cascade Wealth

Cascade Wealth Advisors is an independent, fee-only registered investment advisory firm based in Wenatchee, Washington and serving clients in the Pacific Northwest.

We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

Our mission is to be the trusted advisor for all aspects of our clients' financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.

Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:

  • honest, transparent, and open communication
  • highly responsive, professional, first-class service
  • unbiased, expert, and timely advice
  • steadfast dedication to our belief that "clients interests always come first"

As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

If you are considering a relationship with an objective fee-only advisor, we encourage you to invest a few moments here getting to know our process, investment philosophy and our commitment to your financial wellbeing.

Financial Planning

Roadmap to Financial Independence

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Investment Management

Understanding Investment Options and Risk

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Business Solutions

Retirement Plans for Businesses and their Owners

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