Mutual Success.

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 do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence in having a secure financial future.

As a fully independent financial advisor, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our clients' achieve their goals and objectives, and provide them with the highest-quality service and guidance.