WA · Wenatchee

Fiduciary advisors in Wenatchee, WA

3 advisors with offices in Wenatchee. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Wenatchee

Cashmere Valley Wealth Management

Wenatchee, Washington

Cashmere Valley Wealth Management is a Wenatchee-based firm offering investment management and wealth management services. The firm develops personalized financial strategies for clients across a range of objectives, including wealth building, family protection, and asset preservation, and emphasizes a team-based approach to client service with ongoing communication and proactive planning.

View details

Northwestern Mutual

★3.7(3)

Wenatchee, Washington

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Wenatchee, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

View details

Woolett Wealth Advisory

Wenatchee, Washington

Woolett Wealth Advisory is a Wenatchee-based firm offering financial planning and investment management services to individuals, families, small business owners, and institutional clients. The firm provides financial risk assessment, retirement planning, insurance planning, and college planning services, along with access to a range of investment products. Led by a principal with 15 years of experience, the firm serves clients across various professional backgrounds including educators, law professionals, and agricultural industry participants.

View details

Financial advisors in Wenatchee, Washington

Advisors serving Wenatchee specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Washington's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Washington advisors