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BestProsInTown

Cascade Wealth Advisors, Inc.

5.0 2 reviews
Financial Consultant, Tax Services, Financial Advising
Overall rating
5.0
out of 5
2 reviews
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%
Jul 2026
5.0
I've had a great experience working with Scott, Brad, and Helen at Cascade Wealth Advisors. I really value that they're an independent, fee-only fiduciary, so I know their advice is unbiased and always focused on what's in their clients' best interests.

They've been knowledgeable, responsive, and easy to work with, and I truly appreciate their clear communication and guidance. I highly recommend Cascade Wealth Advisors!
Sep 2025
5.0
Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!
Cascade Wealth Advisors, Inc.
All 1 photos

Hours

Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed

Location

135 South Worthen Street Suite 300, Wenatchee, WA 98801

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Cascade Wealth Advisors, Inc. · 135 South Worthen Street Suite 300, Wenatchee, WA 98801

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