Cascade Wealth Advisors is an independent, fee-only registered investment adviser offering fiduciary financial guidance designed to help clients make informed decisions about their financial future. The firm emphasizes transparent, comprehensive advice and states that it puts clients’ interests first. Its services bring together three areas: comprehensive financial planning, investment management, and tax planning. Financial planning helps clients organize their financial lives and address important questions, including when they can retire and how much they may need. Investment management focuses on clear, understandable strategies intended to support clients’ goals. Tax planning includes strategies aimed at improving tax efficiency, supported by the firm’s stated CPA-level expertise.

Cascade Wealth Advisors also helps clients consider Social Security timing and ways to address high taxes. Prospective clients can request a complimentary introductory meeting to learn about the firm’s services and decide whether they are a good fit. The firm’s website also provides team information, frequently asked questions, and client login access. Securities are offered through Charles Schwab & Co., Inc., a FINRA and SIPC member.