Achieving what's most important begins with advice you can trust

Celilo Wealth Management

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take our responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. Our team will also regularly review your strategy, always mindful of adjustments that might be needed over time. Our aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

James Beatty has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014, 2015

Investment Insights


Celilo Wealth Management

805 SW Broadway
Suite 2600
Portland, OR 97205
855-379-2431 fax
Contact Us get directions

William James Beatty
Senior Vice President Wealth Management
Senior Portfolio Manager
Nicholas Salisbury
Financial Advisor
Alejandra Hall
Senior Client Service Associate
Tara M. Dukes
Senior Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Year Ahead 2013
Cashin on the Markets
Top of the Morning Podcasts