Welcome to Cashmere Valley Wealth Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Retirement 

We create strategies that are tailored to your needs and goals.

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Investment

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Estate 

Years of experience have prepared us to guide you through your life transitions.

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Where Do You Want Your Financial Roadmap To Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Cashmere Valley Wealth Management, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Wenatchee Office

Phone: (509) 664-7168

Email: cvwm@lpl.com

Office location: 124 E Penny Road Suite #102

Wenatchee, WA 98801