Independent Transparent Fiduciary

Three-Fold Services

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Comprehensive Financial Planning:
Simplify your financial life & receive answers to life’s most pressing financial questions.

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Investment Management:
Clarity & Confidence. Easy to understand investments with goal achieving results. 

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Tax Planning:
Proven tax efficient strategies backed by our CPA-level expertise. 

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The Fee-Only RIA Advantage:

We provide independent, unbiased advice with a fiduciary obligation to put our client's best interest first.

FAQ
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We Answer Your Most Burning Questions: 

  • When is it safe for me to retire? 

  • How much do I need to retire? 

  • When should I begin taking social security? 

  • Why are my taxes so high? Is there anything I can do about it? 

Lets Talk

“Scott has been our trusted advisor for over 10 years, helping us with retirement planning, tax management and was invaluable when we needed to manage my mom’s finances during a difficult time. His integrity, availability, and genuine care for his clients make him someone we trust completely with our financial future.”

— DEBORAH, B. CURRENT CLIENT OF CASCADE WEALTH ADVISORS

No compensation was provided in relation to this testimonial.

There were no other conflicts of interest that may have influenced the content of the review.

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.

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