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Bridgetown Wealth Management
Your trusted partner for comprehensive financial planning and wealth management in Portland.
5(5 reviews)
$$$
Business
financial-advising
business-consultants
Customized financial plans tailored to your family's goals, including budgeting, savings, and life event planning.
Professional portfolio management and investment strategies to grow and protect your wealth over time.
Comprehensive retirement strategies to ensure a secure and comfortable future, including income planning and asset allocation.
Expert advice on saving for education expenses, helping families plan for their children's future.
Assistance with managing inheritances, estate planning, and wealth transfer to align with your values and goals.
Informative workshops and events to educate clients on financial topics and foster community engagement.
Your trusted partner for comprehensive financial planning and wealth management in Portland.
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Bridgetown Wealth Management is a premier financial advisory firm in Portland, OR, dedicated to helping individuals and families achieve their long-term financial goals. With a team of compassionate and experienced advisors like Phil Jasso, Mike Ramey, Cole Mills, and Jacob Mills, we provide personalized financial planning, investment management, and retirement strategies. We focus on building strong client relationships, offering educational guidance, and creating peace of mind through tailored solutions for life's major events, from college savings to retirement.
I am a Kaiser Permanente employee and I couldn't be more satisfied with working with Phil Jasso as my and my husband's financial advisor. He is so available anytime we have questions, he listens wholeheartedly and offers educative, compassionate responses to each concern and question we ask. He also hosts awesome events that are both enjoyable and informative.
I cannot say enough good things about this company and our financial planner Mike Ramey. My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren't sure where to start when it came to financial planning, especially being young parents and feeling like we didn't have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind. Fast forward 15 years and Mike has helped us plan for all of our major and minor life events that involve finances. From house purchases to saving for college for two kids to building a rock-solid retirement plan, Mike has been there guiding us the whole time. Financial planning isn't magic, it takes work and dedication, and it doesn't happen overnight. The long-game can be hard to visualize but Mike is so good at helping to shape our goals and then showing us how we can achieve them. Yes, he uses data and all the tools and charts to really visualize them, but more than that, he's kind and empathetic. He's our biggest cheerleader and he's been the rock and voice of reason during big, unexpected life/financial setbacks. I truly feel lucky to have Mike as our financial advisor. The greatest asset he and the team at Bridgetown Wealth Management, have helped us develop over the years is peace of mind for our family. Thank you
Cole Mills is such a gift in our lives. Cole takes care of our finances, but that only a small part of what he provides. Cole has listened to our philosophy of life and has help guide us thru many transitions in harmony with our beliefs and goals. He works out solutions that are extremely satisfying. Our children are now his clients and he provides the same kind of life-planning guidance for them as well. Cole and his company make our family better. We trust him completely, as he is devoted to helping us on our own path.
My wife and I have worked with Cole Mills for close to a decade. His guidance has been invaluable. He has helped us plan and transition into retirement and has always taken the time to explain both the market and what he and his team deem best for our investments. In addition we look forward to meeting with him because he is interesting and a great deal of fun.
Jacob Mills has been our advisor for more than 10 years. He originally helped us manage an inheritance. And was extremely helpful. Since then he has done an outstanding job of managing our portfolio especially now that we have retired. He is always on top of things and avaliable when we have questions. I’m would highly recommend him and the whole company. They have been fabulous to work with!!!
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