Consilium Wealth Advisory, LLC

George Townsend is a CFP® professional with 12 years of industry experience. He has worked at Bank of Texas since 2011 and has been associated with Consilium Wealth Advisory, LLC since 2015. He also operates as a sole proprietor and insurance agent. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth individuals, corporate, and business clients. The firm offers tailored investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs, combining quantitative and qualitative analysis in portfolio construction.

Cliff Demarest is a financial advisor at Consilium Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2012. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth and individual clients, as well as corporate and business entities. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs.

Nicholas Blankl is a CFA® charterholder with 10 years of experience in the investment industry. He is the managing member of Black Oak Investment Management Company, where he has worked since 2020, and also provides retirement plan advisory services through Consilium Wealth Advisory. Outside of his advisory roles, he serves as treasurer for the International Leadership Academy, a French language immersion school in Oregon. Black Oak Investment Management Company provides investment advisory services primarily to qualified retirement plans and corporate clients, acting as an ERISA fiduciary. The firm tailors investment programs to client objectives using fundamental and technical analysis and offers services including participant education, default investment selection, and ongoing monitoring.

James Demarest is a financial advisor at Consilium Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has been with Consilium Wealth Advisory since 2016, including time at its predecessor firm. Consilium Wealth Advisory provides investment management and wealth advisory services primarily to high-net-worth individuals, corporate, and business clients. The firm offers client-specific investment strategies, family wealth stewardship, business valuation research, and employer financial-wellness programs, combining quantitative and qualitative analysis in portfolio construction.