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, Inc. provides discretionary portfolio management and financial planning and consulting primarily to individual clients, including high-net-worth households, as well as trusts, estates, and business entities. The firm offers continuous portfolio oversight using model strategies and standalone planning engagements tailored to clients' goals. Investment guidance is built on academic asset-allocation frameworks such as Modern Portfolio Theory, mean-variance optimization, and risk budgeting, implemented through core model allocations (Conservative, Moderate, Aggressive, and Income) with a buy-and-hold orientation, quarterly rebalancing, and year‑end tax-loss harvesting. Portfolios typically use ETFs and mutual funds (with occasional individual securities or fixed income) and are managed on a discretionary basis. Distinctive features include a dual advisory/accounting structure: the firm’s owner holds accounting credentials (CPA, CFP) and the adviser is affiliated with a public accounting practice that can provide tax and accounting services and corporate-structure advice; the brochure discloses this relationship and notes clients are not required to use the affiliated tax services. The firm also manages a comparatively large asset base for a small advisory team (about $228 million AUM across three advisors and roughly 114 clients) and offers a negotiated flat-fee option for very large accounts while maintaining custodial and operational arrangements through an institutional custody platform.

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.