At Celilo Wealth Management, we are an integral part of the local community. As a seasoned wealth management team in Oregon, we offer access to global resources and professionals across disciplines at UBS.
Service focused on your specific needs. As dedicated Advisors, we offer highly personalized, high-touch service for every aspect of your financial life. More than just investment advice, we offer an array of services including custom lending, estate planning strategies, liability management, insurance solutions and more. We are here to help meet your needs.
Experienced wealth management advice. Managing complex wealth requires a careful, customized approach. From asset allocation to private equity to philanthropy, our experienced team has earned the trust of clients with a lifetime of accomplishments.
Approachable and community-oriented. Like you, we love our community with a passion. We are active with local charitable organizations and cultural institutions. We bring this same dedication to benefit our clients’ philanthropic efforts, often on behalf of local organizations as well.
“Native Americans are the
original caretakers of Celilo Falls
and the surrounding community.
Our commitment is to
follow their example.”
James Beatty has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020