# Cascade Wealth Advisors

Cascade Wealth Advisors is a Bank / Wealth / Trust based in Wenatchee, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wenatchee, United States
- **Region:** North America
- **Address:** 1135 S Worthen St, #300, Wenatchee, WA 98801
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** cascade-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/cascade-wealth-advisors

## Regulatory record

- **CRD number:** 158470
- **SEC file number:** 801-122620
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158470

## About

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.

## People

- Scott T. Blaesing — Principal & Founder
- Brad T. VanderVelde — Financial Advisor
- Luke Stauffer Evans — Analyst & Junior Advisor

## Questions

### Who runs investment decisions at Cascade Wealth Advisors?

Founder Scott T. Blaesing, a CPA and CFP, leads the firm alongside Financial Advisor Brad T. VanderVelde and Analyst Luke Stauffer Evans. All three are listed as the full client-facing team on the firm's website. No separate investment committee or external CIO is disclosed.

### Does Cascade commit to private funds or make direct investments?

Cascade's disclosed services are limited to financial planning, traditional investment management, and tax planning. The firm does not publicize private-fund commitments, direct venture deals, or co-investment activity. Its public posture is centered on portfolio management and goal-based planning rather than alternative allocations.

### What tax expertise does Cascade bring to its investment management?

Both Scott Blaesing and Brad VanderVelde hold active CPA licenses alongside their CFP designations. This dual-credential structure allows the firm to integrate tax-efficient strategies — including retirement withdrawal sequencing and social security optimization — directly into portfolio decisions without outsourcing to a separate CPA firm.

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Last updated: 2026-06-03T20:00:00.000Z

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