Industry Recognition
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
Zachary Beck, CFP®, ADPA® : 2020 - 2025
Hank Clayton: 2025
Aaron Pearson, CFP®: 2025
Robert J. Wilson, CFP®: 2025
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 pratice 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
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.
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