Our Approach
Cedar Creek Wealth Management is a group of experienced financial advisors located in the idyllic foothills of Western Washington. Our mission is to serve our clients, who live across the United States, with integrity and commitment so they can achieve their financial goals. Each of our advisors offers a specialty and emphasis within the investment discipline. We are confident you will find an advisor here at CCWM who is the right fit for your needs and investment style.
Your Goals and Dreams, Our Guidance
Our group of advisors has been together more than two decades. We came together while working at Wells Fargo Advisors. Over the years, we realized we shared a positive outlook with many common values and ethics. Over time, we added new team members with a vision to improve the financial lives of others with focusing on clarity, structure, simplicity and resiliency.
We chose the name Cedar Creek Wealth Management to echo the beauty and strength of the cedar tree, which is ubiquitous here in Washington State. Cedars are known for their endurance and longevity - which represents our commitment to each client, now and long into the future, potentially for generations to come. Just as a stand of cedars protects and strengthens the others, we advisors here at CCWM are stronger together, with each advisor’s individual strengths combining together to provide our clients with knowledgeable advice and outcomes.
We know what it’s like to have a busy life: family and friends, profession, personal goals, interests/ hobbies, long commutes, and community endeavors. We can be so busy that the important details of investment planning can be lost. That’s why we are here ... to pay attention to your plan and investments, so you can continue to pursue what’s most important to you.
We chose the name Cedar Creek Wealth Management to echo the beauty and strength of the cedar tree, which is ubiquitous here in Washington State. Cedars are known for their endurance and longevity - which represents our commitment to each client, now and long into the future, potentially for generations to come. Just as a stand of cedars protects and strengthens the others, we advisors here at CCWM are stronger together, with each advisor’s individual strengths combining together to provide our clients with knowledgeable advice and outcomes.
We know what it’s like to have a busy life: family and friends, profession, personal goals, interests/ hobbies, long commutes, and community endeavors. We can be so busy that the important details of investment planning can be lost. That’s why we are here ... to pay attention to your plan and investments, so you can continue to pursue what’s most important to you.
Trendlines over headlines
2026 Outlook
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
