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

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
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