A complete list of active advisors currently associated with Cascade Wealth Advisors, Inc

Warmer can help you find a great advisor at Cascade Wealth Advisors, Inc or one who fits your needs even better.

Cascade Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth and non-HNW clients), pension and profit-sharing plans, trusts, estates, and business entities. The firm offers ongoing investment management alongside standalone planning or consultation engagements. Portfolios are built from firm-developed model strategies and core allocations (Conservative, Moderate, Aggressive, Income/Cash Management), typically using ETFs and mutual funds and implementing a buy-and-hold approach with quarterly rebalancing and year-end tax-loss harvesting. The investment process references academic frameworks such as Modern Portfolio Theory, mean-variance optimization, and risk budgeting, and draws on research from major industry providers. The firm is affiliated with a public accounting practice (Cascade Tax & Accounting Services), and the brochure discloses that clients may be referred to that accounting practice while noting clients are under no obligation to use it and that the affiliation can present potential conflicts of interest. Compared with many peers, the adviser manages a multi-hundred-million-dollar asset base with a small advisory team and documents formal operational controls such as quarterly account reviews, an information security program, and a business continuity plan.

To learn more about the advisors currently working at Cascade Wealth Advisors, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.