Cascade Wealth Advisors, Inc.

135 S. Worthen St, Suite 300
Wenatchee, WA 98801

Phone: (509) 886-8866
Fax:(866) 845-8678
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Complimentary "Get Acquainted" Meeting

We offer a complimentary "Get Acquainted" meeting to describe our services,
and to see if our services are right for you. If interested, please complete the “Get Acquainted” questionnaire using the link below and we’ll follow up as soon as possible.

Get Acquainted Questionnaire

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.

Let's begin

(509) 886-8866

Securities offered through Charles Schwab & Co, Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
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Cascade Wealth Advisors is a registered investment adviser with the Securities and Exchange Commission . The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.