Spirit of the Northwest. Resources of the world.

William Beatty

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.

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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.

  • James William Beatty

    James Beatty

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    For over 25 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group at UBS in 2010 to address the needs of clients with significant wealth. James has grown his practice into a team recognized by peers and clients alike for excellence and commitment.

    James' professional and community accomplishments include:

    • Veteran, U.S. Army, Serving tours in Panama and Honduras
    • B.S. in Business Administration, Portland State University
    • Graduate, University of the South’s School of Theology
    • Oregon Wine Brotherhood Ambassador to Canada


    James is active in the local community through involvement with various non-profits focused on youth homelessness and education. He and his wife, Cherie enjoy spending time with their family, including the recent addition of three grandchildren. He also stays busy making Pinot Noir and Chardonnay at his boutique family vineyard in West Linn.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        5300 SW Meadows Road
        Suite 300
        Lake Oswego, OR 97035
      • Nicholas Salisbury

        Nicholas Salisbury

        Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • PR
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Nick began his career as a Financial Advisor in 2011 at Waddell and Reed in Vancouver, Washington where he developed financial plans and asset allocation portfolios. A year later he transitioned to UBS and the Celilo Wealth Management team where his focus is financial planning, risk management, asset allocation, and modern portfolio theory.

        Prior to his financial career, Nick graduated Cum Laude from Gonzaga University, with a Bachelor's degree in Business Administration with duel concentrations in Finance and Management Information Systems.

        At Celilo Wealth Management Nick’s strength and special skills in the area of asset management have been instrumental in the management and success of Celilo's Equity and Fixed Income portfolios. Nick has also taken on the roles of relationship manager, compliance manager and technology implementation.

        Raised on the Southern Oregon Coast, Nick enjoys the great outdoor activities the area has to offer; joining a pickup basketball game whenever he can; and sampling Portland's great microbrews. He and his wife Brittney have two young and energetic kids.

              5300 SW Meadows Road
              Suite 300
              Lake Oswego, OR 97035
            • Ethan Bays

              Ethan Bays

              Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • ME
              • MI
              • MN
              • MO
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • PR
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • WY

              Ethan began his career in wealth management as Trade and Processing Specialist, supporting UBS in operational support. He was quickly promoted to the role of Wealth Planning Analyst where he covered the Oregon/Seattle market for UBS and helped more than 300 families and business owners develop and execute strategic financial plans.

              As a partner in the Celilo Wealth Management Group since 2017, his background in analytics and advanced financial planning helps drive our highly individualized and personal approach to wealth management.

              As a Certified Exit Planning Advisor, Ethan specializes in financial planning considerations for business owners in preparation for, and following transitions to strategic & private equity third parties, next generation family members & management, ESOPs, & IPOs.

              Ethan's professional and community accomplishments include:

              • B.A. Applied Business/Economics, University of Oregon
              • CERTIFIED FINANCIAL PLANNER ™ (CFP®) – CFP Board
              • Accredited Wealth Management Advisor (AWMA®) – College for Financial Planning
              • Certified Exit Planning Advisor (CEPA®) – Exit Planning Institute
              • Series 7, General Securities Representative Exam, FINRA
              • Series 66, Uniform Combined State Law Exam, FINRA
              • Oregon State Life, Health and Disability Insurance Licenses

              Ethan stays active through his involvement with local non-profits benefiting youth in the community. He and his wife Reagan have two children and live in the Portland area.

              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

                  5300 SW Meadows Road
                  Suite 300
                  Lake Oswego, OR 97035
                • Tara Dukes

                  Tara Dukes

                  Senior Client Associate

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                  • OR
                  • PA

                  After graduating from Oregon State University in 1999 with a degree in Psychology, Tara quickly joined the Beatty-Barber group, now known as Celilo Wealth Management. To date she has accumulated 12 years of experience in the industry and become licensed in both the series 7 and 66. Tara’s intricate role within our group embodies client services, event coordinator, web manager, and community outreach advocate.

                        805 South West Broadway
                        Suite 2600
                        Portland, OR 97205
                      • Traci

                        Traci Miller

                        Client Associate

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                        • OR
                        • WA

                        Traci Miller joined the Celilo Wealth management team in 2021. She is a private wealth client service associate with a focus on providing exceptional service and care to our clients. Prior to joining our team, Traci spent 10 years working in the professional sports industry, most recently with the Portland Timbers and Thorns as Director of Annual Memberships. She earned a Bachelor of Education in Sport Management from Gonzaga University in 2011. Traci holds the FINRA Series 7 and Series 66 securities licenses.

                         

                        In her free time, you can find Traci reading, attending local sporting events or traveling with her husband,

                              5300 SW Meadows Road
                              Suite 300
                              Lake Oswego, OR 97035
                            • Jack Gross

                              Jack Gross

                              Client Associate

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                                      5300 SW Meadows Road
                                      Suite 300
                                      Lake Oswego, OR 97035

                                    A focus on personalized access and service

                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                    Global Access

                                    Intelligent planning

                                    Concierge service

                                    Worldwide philanthropy

                                    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.

                                    Backed by the strength of UBS

                                    A global leader in wealth management

                                    $2.8 trillion

                                    In invested assets globally 
                                    As of 06/30/2022

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a world-leading wealth manager