Cascade Wealth Advisors

Cascade Wealth Advisors

Cascade Wealth Advisors opened in 2012 when Scott T. Blaesing, a CPA and CFP, established the firm in Wenatchee, Washington, to offer independent, fee-only financial guidance. The firm grew to include additional CPA-CFP holders Brad T. VanderVelde and Luke Stauffer Evans. Cascade's wealth origin is organic — built through client acquisition rather than managing a single-family legacy pool. The firm advises across three primary service lines: comprehensive financial planning, investment management, and tax planning. Cascade's investment-management approach stresses clarity and goal-aligned portfolio construction, while its tax practice draws on the CPA-level expertise of its advisors. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business entities from a single location in Wenatchee, with no disclosed fund commitments, direct deals, or named portfolio companies. Cascade operates as a single-office RIA with three listed professionals. The firm does not maintain satellite offices, philanthropic foundations, or disclosed club memberships. No discrete operational event from the last 24 months — such as a new service launch, partnership, or personnel change — has been published on its website or surfaced through research. The firm's structural differentiator lies in its service model: a fee-only RIA anchored by dual CPA-CFP credential holders who combine tax authority with fiduciary portfolio management. This pairing is uncommon among small-town wealth managers, positioning Cascade to serve clients who would otherwise split tax and investment decisions between separate advisors.