Cascade Wealth Advisors, Inc

Scott Blaesing is a CFP® and holds a Series 65 license with 15 years of industry experience. He is a principal at Cascade Wealth Advisors, Inc and has worked at ICON Capital & Development since 2007. In addition to his advisory role, Blaesing devotes part of his time to a CPA practice, Cascade Tax & Accounting, where he focuses on tax, accounting, and business consulting. Cascade Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs model strategies using ETFs and mutual funds, applying a buy-and-hold approach with quarterly rebalancing and year-end tax-loss harvesting.

Steven Olds is a CFP® certificant with seven years of industry experience, currently serving as an advisor at Cascade Wealth Advisors, Inc. Prior to joining Cascade, he held roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., and Cultivate Wealth LLC. Outside of his financial advisory work, he is employed as a sales representative in fruit sales at Gee Whiz II. Cascade Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a buy-and-hold investment approach utilizing model strategies and core allocations, incorporating academic investment frameworks and offering both ongoing management and standalone planning engagements.

Bradley Vander Velde is a financial advisor at Cascade Wealth Advisors, Inc with four years of industry experience. He holds a Series 66 designation and has worked previously at Telos Wealth Management, Commonwealth Financial Network, Homchick Smith & Associates, CapinCrouse LLP, and BDO USA, LLP. In addition to advising, he provides CPA services as an independent contractor for Cascade Tax & Accounting Services. Cascade Wealth Advisors offers discretionary portfolio management, financial planning, and consulting to individuals, pension plans, trusts, estates, and business entities. The firm employs model-driven portfolios using ETFs and mutual funds with a buy-and-hold strategy supported by academic investment theories and maintains a small team managing a multi-hundred-million-dollar asset base.