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Our Accolades

Industry Recognition

We are honored to have received several prestigious awards recognizing our commitment to delivering trusted, sound advice as we support our clients through life’s transitions.

These accolades motivate us to continue providing exceptional service and dedicated support on every step of your journey.

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.

The Forbes SHOOK Best-In-State Wealth Management Teams list spotlights advisory teams equipped to navigate that complexity. We’re thankful for this recognition and remain dedicated to serving our clients and our community with care, integrity, and purpose.

2025 Forbes Best-in-State Wealth Management Teams

Willamette Cascade Wealth Management


We’re proud to announce that our team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list.

This honor, developed by Forbes in partnership with SHOOK Research, is based on a rigorous review of credentials, client service models, industry experience, compliance records, and assets under management. Practices do not pay to be considered.

We’re honored to receive this recognition for our commitment to delivering exceptional wealth management within our community.

Forbes Best-in-State Wealth Advisors

This prestigious list evaluates thousands of advisors nationwide. Being named reflects the trust our clients place in us and our ongoing commitment to delivering objective, high-quality wealth management.

Tobias I. Beck, CFP®, ADPA®: 2019, 2024, 2025 and 2026
Zachary Beck, CFP®, ADPA® : 2020 - 2026
Hank Clayton: 2025 and 2026
Aaron Pearson, CFP®: 2025 and 2026
Robert J. Wilson, CFP®: 2025 and 2026

Portland Business Journal's Top Oregon Money Management Practices

We’re proud to announce that Willamette Cascade Wealth Management has been recognized by the Portland Business Journal as one of the top 45 practices managing the most assets for clients in Oregon and Southwest Washington.

This recognition highlights the trust our clients place in us and reflects our commitment to delivering thoughtful, personalized wealth management. We’re honored to be counted among the leading practices in the region and remain dedicated to helping individuals, families, and businesses build and preserve their financial futures.

Platinum Council Advisor

The Platinum Council Advisor designation is held by a select group of Financial Advisors within the practice and reflects a superior level of professional achievement. These top advisors have demonstrated an ability to deliver exceptional service to their clients through well thought-out financial solutions. The Platinum Council Program has been the cornerstone for acknowledging these outstanding accomplishments. 

2025 Emerald Council: Robert Wilson, Zachary Beck

2025 Sapphire Council: Tobias Beck, Hank Clayton

Disclosures

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
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (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
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 Financial Network as measured by business production from the previous year and professionalism.
Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Next 50, Emerald – Next 100, and Sapphire – Next 135
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.

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