Award-Winning Team*

Learn More

120 Years of Combined Experience

Learn More

Backed by one of the Largest Financial Advisory Firms in the US

Learn More

Our Mission

At Willamette Cascade Wealth Management, we understand that each client has a unique story and personal motivations. That’s why we approach every wealth journey with a clear purpose. Our advisors take the time to develop in-depth knowledge of your unique circumstances, fostering personal connections that enhance the quality of our guidance.

Personalized wealth planning offers numerous benefits that empower clients to reach their financial goals with confidence. By providing tailored advice, our experts ensure that every aspect of your financial situation is addressed proactively. We maintain consistent communication to remain responsive to your needs, allowing you to enjoy the freedom and confidence that comes with a well-structured investment plan.

2026 Forbes Best-in-State Wealth Management Teams

Willamette Cascade Wealth Management

We’re proud to share that our team has been recognized on the 2026 Forbes Best-in-State Wealth Management Teams list.

We’re thankful for this recognition and remain dedicated to serving our clients and our community with care, integrity, and purpose.

All Accolades

What We Do

Our Services

We help your investments work together to support your goals. Our tailored strategies are designed for today and for the future.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Learn More

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

Learn More

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

Learn More

College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

Learn More

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals.
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's. Find out why we recommend insurance as part of your investment plan.

Learn More

Have you taken the crucial step of creating your comprehensive wealth plan?

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

Success! Thank you for contacting us, we will be in touch.

* 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View award disclosures

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View award disclosures

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors

2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors

2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). Third Party Award disclosures | Wells Fargo Advisors

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Platinum Council levels are based on the previous calendars years gross revenue and are defined as follows: Diamond- Top 15 Financial Advisors, Ruby-Top 2% (including Diamond recipients), Emerald- Next 5%, and Sapphire-Next 8%

Community Recognitions: The 2025 Portland Business Journal's Top Oregon Money Management Practices was bestowed by Portland Business Journal as a result of community efforts, unrelated to the business of the firm.