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 receive 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.
We do not receive 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.
Services
Cascade Wealth Advisors is an independent, fee-only registered investment advisory firm based in Wenatchee, Washington. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. Our mission is to be the trusted advisor for all aspects of our clients' financial lives.
To maximize your potential for success in all areas of your financial life, we take a comprehensive approach. Protecting your wealth against catastrophic losses, an extended illness or disability and identity fraud. Needs assessment - how much disability, life and long term care insurance is enough, and what are competitive rates?
We believe strongly the best investment management strategy is one you'll stick to. We expertly craft your investment policy statement to provide you the confidence to stay the course in both good and bad economic cycles. Investment education and portfolio explanation so you understand how - and why - your investment management plan is in your best interest.
As business owners ourselves, we understand the unique set of challenges you face and your desire to maximize the opportunities you're given. We know your time is best spent in the areas that matter most - serving your clients or customers, attracting new business, improving cash flow and mitigating taxes.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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