About Us

• 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. Please call us today for your appointment.