Built to outlast a generation.
Cascade Wealth Partners was founded in Seattle in 2004 by three advisors who believed wealth management should be independent, fee-only, and built around fiduciary advice — not product sales. Twenty-two years later, we are 42 advisors across four Pacific Northwest offices, employee-owned, and continuously named to Barron's Top 100 RIA list since 2017.
We serve 1,840 multi-generational families, executives navigating liquidity events, and 22 nonprofit institutions. Our work spans eight integrated services and is delivered by partner-led teams that stay with you across decades.