Spirit of the Northwest. Resources of the world.
Crater Lake National Park, Crater Lake , OR.

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.

Celilo Wealth Management


phone

503-225-9246
855-729-4033



phone

855-379-2431





address

UBS Financial Services Inc.
805 SW Broadway
Suite 2600
Portland, OR 97205



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.”

An intimate practice within a global leader

We provide access to our global platforms and the financial and intellectual strengths of UBS in Wealth Management, Asset Management and our Private and Investment Banks.

Investment capabilities

Asset allocation. A tailored investment strategy that adjusts based on your goals, risk tolerance and changes in the market.

Socially responsible investing. A growing market that seeks both return and social good.

Hedge funds. Private pools of capital with flexibility to buy or sell a wide range of assets.

Private equity. Ownership in a company that is not publicly owned, quoted or traded.

“As financial advisors, our strength lies in access, service and experience in managing wealth for successful individuals and families.”

— James Beatty, Senior Vice President–Wealth Management Senior Portfolio Manager, Private Wealth Advisor

UBS Ultra High Net Worth Network
A global network at your disposal with expert insights and in-depth research1

Eight family office hubs worldwide

ESG/Sustainable Investing Considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies. The returns on a portfolio consisting primarily of ESG or sustainable investments may be lower or higher than a portfolio where such factors are not considered by the portfolio manager. Because sustainability criteria can exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Companies may not necessarily meet high performance standards on all aspects of ESG or sustainable investing issues; there is also no guarantee that any company will meet expectations in connection with corporate responsibility, sustainability and/or impact performance.

Pursuing your dream. Planning your path.

Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.

Then, we can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

All investments involve the risk of loss, including the risk of loss of the entire investment.

Liquidity

0 - 3 years

To help maintain your lifestyle

  • Entertainment and travel
  • Taxes
  • Purchasing a home

Longevity

4 years – lifetime

To help improve your lifestyle

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

Legacy

now – beyond your lifetime

To help improve the lives of others

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

For your financial life. And your entire life.

At Celilo, we go far beyond investment advice.

You first. We come up with a comprehensive strategic plan to help you pursue your objectives. Then help you stay on the plan, adjust when necessary and communicate with you every step of the way.

Accessibility. Perhaps you need a wire transfer. Or perhaps you’d like to consult with us about a business idea, or pursue socially responsible investing. We are committed to helping, anytime you need us.

Access to specialists. As part of the UBS network, we can also pull in specialists when you need them. These can include lawyers, real estate consultants and even international tax advisors to help navigate complex decisions.

We are here to help make your life easier and to instill you with confidence about your future.

“Every client has specific needs. That’s why we customize every approach.”

— Tara Dukes, Senior Client Service Associate

UBS VIP Services. In order to enhance your lifestyle, we are able to provide information and assist you in the following areas2

UTravel: Private jet and yacht bookings, global hotel and restaurant reservations

Education: Private schools, tutors and courses

UBS Luxury and gifts: Sourcing of limited editions, leather goods and jewelry

Access: Administrative support, house personnel, interior decoration and settling-in services

Specials:
Tickets for exclusive events, membership of private clubs and sold-out events

Giving back for good.

There’s a value here at Celilo, a heart to care for others. This is why we believe strongly in giving back, of doing the right thing. We’ve built our business accordingly to help our clients do the same. To give back where it truly makes a difference.

“We love educating our clients about philanthropy. It helps so many people as a result.”

— Keegan Dillon, Client Service Associate

UBS Optimus Foundation³

Helping clients help children.
UBS Optimus Foundation is an expert grant-making foundation supporting UBS clients looking to improve the lives and futures of vulnerable children. Our development experts seek out innovative, transformative, scalable and sustainable programs. We support and guide these programs to ensure the most effective solutions are delivered to improve children’s health, education and protection.

James Beatty has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020

1 Clients benefit from the local presence of our Global Wealth Management, Investment Bank, Asset Management and transaction banking specialists and multi-booking capabilities. For illustrative purposes only.

2 This information is provided for marketing and information purposes only and is subject to change from time to time without notice. The VIP Services may be subject to restrictions in some countries and can therefore not be offered on an unrestricted basis throughout the world. Access to VIP Services is at UBS’s discretion and subject to successful registration, including signing a respective application form/waiver. Please note that certain VIP Services are provided by third parties. UBS does neither conduct any due diligence nor ongoing monitoring of third parties. Any legal relationship with third parties is entered into between you and the respective third party. UBS is not party to the relationship and does not provide any recommendation or guarantee regarding the qualification of the third party and the services provided.

3 UBS Optimus Foundation does not provide investment, legal or tax advice and this document does not constitute such advice. UBS Optimus Foundation strongly recommends to all persons considering the information herein to obtain appropriate independent legal, tax and other professional advice. Certain products and services are subject to legal restrictions and cannot be offered worldwide on an unrestricted basis. Although all information and opinions herein were obtained from sources believed to be reliable and in good faith, neither representation nor warranty, express or implied, is made as to their accuracy, completeness or reliability, and they are subject to change at any time without notice. UBS Optimus Foundation expressly prohibits the redistribution or reproduction of this document in whole or in part without its prior written permission and accepts no liability whatsoever for the actions of third parties in this respect.

Our perspectives

Insights

Using debt to achieve wealth planning

Using debt for wealth planning

Creating your legacy

Creating a legacy that lasts