Cascade Wealth Advisors, Inc

Scott Blaesing is a CFP® with 14 years of industry experience and is a principal at Cascade Wealth Advisors, Inc. He has worked at ICON Capital & Development since 2007. In addition to his advisory role, he devotes part of his time to a certified public accounting practice, providing tax, accounting, and business consulting services. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities with discretionary portfolio management and financial planning. The firm emphasizes academically grounded asset allocation using Modern Portfolio Theory and risk budgeting, primarily through ETFs and mutual funds, and integrates investment advisory with affiliated tax and accounting services.

Lucas Stauffer Evans is a financial advisor with Cascade Wealth Advisors, Inc. in Wenatchee, WA, holding a Series 65 designation. He has been with the firm since 2025 and has seven years of experience as a self-employed professional. Outside of his advisory role, he is involved in managing residential real estate rental properties. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, providing discretionary portfolio management along with financial planning and consulting. The firm employs an investment approach based on Modern Portfolio Theory, using model portfolios primarily composed of exchange-traded funds and mutual funds, and integrates investment advisory services with affiliated tax planning through a related accounting practice.

Bradley Vander Velde is a financial advisor at Cascade Wealth Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Telos Wealth Management, Homchick Smith & Associates, CapinCrouse LLP, and BDO USA, LLP. Vander Velde also provides CPA services as an independent contractor for Cascade Tax & Accounting Services. Cascade Wealth Advisors, Inc. serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, offering discretionary portfolio management alongside financial planning and consulting. The firm emphasizes academically grounded asset allocation using Modern Portfolio Theory and primarily manages portfolios through exchange-traded funds and mutual funds with a buy-and-hold strategy.