About Us
Client Centered Approach
At Cascade Wealth Advisors, our mission is to provide timeless and valued guidance to our clients. We are committed to understanding your financial goals and circumstances, addressing that our advice is custom to your specific needs.
Our team brings decades of experience to the table, offering a comprehensive approach to financial planning, investment management, risk management, and more. We focus on creating balanced portfolios that align with your goals and time horizon, with the aim of maximizing returns while minimizing risk.
Rachael Crawford
Client Service Specialist, Administrative Assistant