Scott T. Blaesing,  CFP<sup>&reg;</sup> - Financial Advisor

Scott T. Blaesing, CFP®

CPA

Cascade Wealth Advisors

135 S. Worthen St., Suite 300
Wenatchee, WA 98801
FINANCIAL ADVISOR'S WEBSITE
(509) 886-8866

General

Scott Blaesing is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cascade Wealth Advisors in Wenatchee, WA and the surrounding communities.

Financial Advisor Overview

Our core investment philosophy is based on a well-diversified, passive, low cost, tax efficient asset allocation of mutual funds and exchange traded funds (ETF's). As a registered investment advisor, we have a legal fiduciary obligation to act in each client's best interest. We select our business partners based on the overall benefit to our clients, not on personal gain or a set of products pushed by a parent company. We are 100% commission free. No sales or hidden fees, we charge by the hour, flate rate or by a % of assets under management(AUM). Some of our strategic alliances that we work closely with are Dimensional Funds, Vanguard Research and Funds, TD Ameritrade, Standards & Poors and Morningstar Research and Reporting.

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Financial Advisor Experience

Mr. Blaesing is the sole principle of Cascade Wealth Advisors, Inc. He has been in financial services since 1997 and has worked at two wealth management firms in: Seattle (Quellos purchased by Blackrock) and Portland (VergePointe) and has managed clients with a wide range of needs and complex issues. He has also owned and operated a successful west coast charter aviation business and a real estate development company. Mr. Blaesing was born and raised in Wenatchee and attended Washington State University earning a degree in Accounting and Finance (1996). Professional Designations of: Certified Financial Planner (CFP) and Certified Public Accountant (CPA).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources