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. 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. Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles: honest, transparent, and open communication highly responsive, professional, first-class service unbiased, expert, and timely advice steadfast dedication to our belief that "clients interests always come first" 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 investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance. If you are considering a relationship with an objective fee-only advisor, we encourage you to invest a few moments here getting to know our process, investment philosophy and our commitment to your financial wellbeing.
View Top Employees from Cascade Wealth Advisors IncWebsite | http://www.cascade-wealth.com |
Revenue | $218000 |
Employees | View employees |
Address | 135 S Worthen St Ste 300, Wenatchee, Washington 98801, US |
Phone | (509) 886-8866 |
Industry | Finance General, Finance |
Competitors | Bollin Wealth Management LLC, Dechtman Wealth Management, Meridian Wealth Advisors, LLC, Poulos Advisors, Inc., Young Wealth Management (Lighthouse Point, FL) |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Cascade Wealth Advisors Inc annual revenue was $218000 in 2023.
Cascade Wealth Advisors Inc is based in Wenatchee, Washington.
The NAICS codes for Cascade Wealth Advisors Inc are [5239, 523, 52393, 52].
The SIC codes for Cascade Wealth Advisors Inc are [628, 62].