East Wenatchee, WA Office
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CS Planning Corp
Team
Firm-wide stats for CS Planning Corp
About
CS Planning Corp, doing business as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting and financial planning to a range of clients including individuals (both non‑HNW and high‑net‑worth), businesses, retirement plans, foundations, trusts, estates and charitable organizations. It delivers these services through a multi‑advisor model and a network of Advisory Affiliates that may operate under separate legal entities and trade names for marketing purposes.
The firm constructs broadly diversified portfolios across global equity and fixed‑income markets, uses a systematic strategy with periodic rebalancing, and tailors asset allocation to each client’s risk tolerance and goals; client accounts are monitored on an ongoing basis and are often managed on a discretionary basis. In limited, suitability‑driven cases the firm may employ margin, option strategies, or provide exposure to digital assets—generally accessed via exchange‑traded products on a digital‑asset platform—alongside more traditional mutual funds, ETFs, equities and bonds.
What distinguishes the firm is its multi‑affiliate operating structure and related service relationships: it is affiliated with a turnkey/back‑office provider that receives custodial support fees from a major custodian, a dynamic the brochure discloses as a potential influence on custodian recommendations. The firm also discloses that some Advisory Affiliates are independently licensed to sell insurance (and may receive commissions), that it uses paid promoter/referral arrangements in some cases, and that it has a specific billing policy to value illiquid or privately priced holdings at zero when custodian pricing is unavailable.
Based on CS Planning Corp
Location
667 Grant Road, Suite 1
East Wenatchee WA 98802
Advisors at this office
5
Advisors at this office
Lisa M
Series 66
East Wenatchee, WA
CS Planning Corp
Lisa Mc Cullough is a Series 66-licensed financial advisor with four years of industry experience. She is currently with CS Planning Corp, where she has worked since 2023, and also maintains a role at Financial Alternatives. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and uses a systematic investment approach with ongoing portfolio monitoring and tailored asset allocation.
Aaron B
Series 66
East Wenatchee, WA
CS Planning Corp
Aaron Bessonette is a financial advisor at CS Planning Corp with 16 years of industry experience. He holds the Series 66 designation and has worked with PlanMember Securities Corporation and Financial Alternatives, LLC during his career. Bessonette serves as the Chairperson of the Cashmere School Board in Washington State. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.
Erik P
Series 63, Series 65
East Wenatchee, WA
CS Planning Corp
Erik Peterson is a financial advisor with CS Planning Corp who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining CS Planning Corp in 2023, he has been involved with Planmember Securities Corporation and Financial Alternatives since the late 1990s. Outside of financial services, he owns and operates Erik Peterson Orchards, a cherry orchard in Wenatchee, WA. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, and various organizations. The firm employs a multi-advisor model and manages diversified portfolios tailored to clients’ risk tolerance and goals through systematic strategies and ongoing monitoring.
Christopher A
Series 63, Series 66
East Wenatchee, WA
CS Planning Corp
Christopher Avey is an investment advisor at CS Planning Corp with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Washington Trust Bank and Cetera. Outside of investment advisory roles, he owns Medigap Plans of Pacific NW, LLC, which offers Part D prescription plans. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and nonprofit entities. The firm employs a multi-advisor model to deliver diversified, systematically managed portfolios tailored to client risk tolerance and objectives.
Joshua M
Series 66
East Wenatchee, WA
CS Planning Corp
Joshua Mayr is a financial advisor with CS Planning Corp holding a Series 66 designation and seven years of industry experience. Prior to joining CS Planning Corp in 2023, he was involved with PlanMember Securities Corporation and Financial Alternatives since 2019. Outside of his advisory roles, he coaches football for 7th graders at Eastmont School District. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to client risk tolerance and goals, monitoring accounts on an ongoing basis and often managing them on a discretionary basis.
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