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Bridgetown Wealth Management

Bridgetown Wealth Management: Empathetic, data-driven financial planning for peace of mind

5(20 reviews)
financial-advising
$$$
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About

Bridgetown Wealth Management in Portland delivers data-driven financial planning with a compassionate, client-focused approach. Reviewers highlight accessible advisors—Phil Jasso, Mike Ramey, Cole Mills, and Jacob Mills—who tailor plans to life events, inheritance management, college funding, and retirement. The team emphasizes education, ongoing support, and lasting peace of mind for families and individuals.

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Location

700 NE Multnomah St Suite 820, Portland, OR 97232, USA

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Services

Personal Financial Planning

Customized financial plans tailored to your family's goals, including budgeting, savings, and life event planning.

Investment Management

Professional portfolio management and investment strategies to grow and protect your wealth over time.

Retirement Planning

Comprehensive retirement strategies to ensure a secure and comfortable future, including income planning and asset allocation.

College Savings Guidance

Expert advice on saving for education expenses, helping families plan for their children's future.

Estate and Inheritance Planning

Assistance with managing inheritances, estate planning, and wealth transfer to align with your values and goals.

Client Education and Events

Informative workshops and events to educate clients on financial topics and foster community engagement.

Reviews

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