A plan for today, tomorrow and generations to come

 The Beck/Strawn Wealth Consulting Group

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Cameron Beck Profile Photo

    Cameron Beck

    Managing Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • OH
    • OK
    • OR
    • PA
    • SD
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Cameron has helped individual investors prepare for their financial futures since 1988. He analyzes individual and business financial situations to help investors pursue their short-, and long-term goals. Cameron holds a B.S. in business administration, with an emphasis in marketing, from California State University, Chico, and also attended the University of Massachusetts, Boston. Cameron was a member of the board of directors for the National Multiple Sclerosis Society’s Mountain Valley Chapter, an instructor at the UC Davis Extension, a business and finance commentator for ABC/CBS–KOVR and the Treasurer for Ducks Unlimited’s River City Chapter. Cameron was designated as premier advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. He holds Series 7 and 63 securities licenses, as well as life and health insurance licenses.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • California State University, Chico, B.S. in Business Administration, with an emphasis in Marketing
    • Senior Portfolio Manager
    1610 Arden Way
    Suite 200
    Sacramento, CA 95815
  • Joshua Strawn Profile Photo

    Joshua Strawn

    Senior Vice President–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 20 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, Josh was a  Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto, specializing in auditing high-tech and consumer product companies. Josh earned a B.A. in business economics from the University of California, Santa Barbara. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.

      • University of California, Santa Barbara, B.A. in Business Economics
      • Senior Portfolio Manager
      1610 Arden Way
      Suite 200
      Sacramento, CA 95815
    • Nancy Toms Profile Photo

      Nancy Toms

      Authorized Officer

      Senior Client Associate

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      • CA

      Nancy brings more than 20 years of experience in client services at UBS and 25 years in the financial services industry. As Team Administrator, she leads the daily operations of the team and ensures service excellence for clients. Nancy graduated from Whittier College with a B.A. in political science. She holds Series 6, 7, 63 and 66 securities licenses.

        • Whittier College, B.A. in Political Science
          1610 Arden Way
          Suite 200
          Sacramento, CA 95815
        • Kathleen Johnston Profile Photo

          Kathleen Johnston

          Senior Client Associate

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          • CA

          Kathy has 40 years in the industry and 15 years at UBS, serving clients and providing administrative support and guidance, enabling her to address clients’ questions and concerns in an expeditious manner. She holds a B.S. in marketing from the University of Nevada, Las Vegas. She holds Series 7, 63 and 65 securities licenses.

            • University of Nevada, Las Vegas, B.S. in Marketing
              1610 Arden Way
              Suite 200
              Sacramento, CA 95815
            • Madeline Tank Profile Photo

              Madeline Tank

              Wealth Strategy Associate

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              • CA

              Madeline started with UBS as an intern during her senior year of college, in 2016. She has since been working in banking, but has returned to pursue her career here because of the outstanding opportunities UBS offers in the field of financial services. She earned her Bachelor of Science in Agricultural Business from the University of Wyoming. 

                • University of Wyoming, Bachelor of Science in Agricultural Business
                  1610 Arden Way
                  Suite 200
                  Sacramento, CA 95815

                What did the Fed say?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                As of 06/30/2022

                51 countries

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