BW
Bridgetown Wealth Management
Bridgetown Wealth Management: Planificación financiera basada en datos y con enfoque empático para la tranquilidad
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Business
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Bridgetown Wealth Management: Planificación financiera basada en datos y con enfoque empático para la tranquilidad
Bridgetown Wealth Management en Portland ofrece planificación financiera basada en datos con un enfoque compasivo y centrado en el cliente. Los evaluadores destacan a los asesores accesibles—Phil Jasso, Mike Ramey, Cole Mills y Jacob Mills—quienes adaptan los planes a eventos de la vida, la gestión de herencias, la financiación universitaria y la jubilación. El equipo enfatiza la educación, el apoyo continuo y una tranquilidad duradera para familias e individuos.
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Planes financieros personalizados adaptados a los objetivos de su familia, que incluyen presupuestos, ahorros y planificación de eventos de la vida.
Gestión profesional de carteras e estrategias de inversión para hacer crecer y proteger su patrimonio con el tiempo.
Estrategias integrales de jubilación para garantizar un futuro seguro y cómodo, incluyendo planificación de ingresos y asignación de activos.
Asesoramiento experto para ahorrar para gastos educativos, ayudando a las familias a planificar el futuro de sus hijos.
Asistencia en la gestión de herencias, planificación patrimonial y transferencia de riqueza para alinearse con sus valores y objetivos.
Talleres informativos y eventos para educar a los clientes sobre temas financieros y fomentar la participación comunitaria.
Calificación general
Sarah Bonner Fribley
Phil Jasso has been our financial advisor for nearly ten years and I would highly recommend him to anybody. He's incredibly helpful, friendly and knowledgable and responds quickly to any questions and concerns I might have.
Clare Katner
Cole and his team take the time to listen and clearly care about my personal financial success and stability. They encourage follow up strategy meetings and they’re highly educational. I’ve had other financial advisors, but none have come close to what this team is capable of. Year after year they have outperformed what I thought was possible. I also own a small business and Cole has helped me understand how to maintain the success I’ve had for years to come. I am truly grateful.
Forrest Allen
Jacob and Michael have been great. They take very complicated topics and make them very understandable. They are not condescending and really do a good job meeting people where they are. The rest of the staff is personable and friendly. Definitely recommend.
Yecny Bookkeeping (Small Business Help)
We’ve been using Bridgetown Wealth for years now for our retirement services. Great team and Phil Jasso has been outstanding as an advisor. We meet a couple times a year to go over strategy which is perfect for me. Highly recommend
David Langan
We have been clients of Phil Jasso of Bridgetown Wealth Management for about one year. We are very happy with the advice and service he and his team provide. We had bad experiences with a prior financial advisor, so we were delighted to move to Phil. What we like about Phil and his team: • We trust him/them • He took the time to understand us, our needs, and desires • He is patient and knowledgeable • He looks out for and acts in our best interest • He helps us to plan ahead and gives good advice • The team is very professional, knowledgeable, and responsive • Phil is a nice guy as is everyone on the team What else could one ask from a financial advisor? We highly recommend him.
nina scott
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.
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