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.
Our Company