Broker Check
Bridgetown Wealth Management
Beyond the Numbers

Go beyond the numbers.

If you’re committed to building a strong financial future, we’re here to provide the comprehensive planning to help you pursue your financial goals.

Finances are a lot of things.

They can be complicated, part of a goal or project, and planning for retirement without help can be intimidating. The team at Bridgetown Wealth Management is here to help you. Together, we can help you identify and prioritize your goals and hopefully replace some of the uncertainty with knowledge and optimism for the future.  

Bridgetown Wealth Management uses investment strategies managed by our internal investment team aiming to help clients benefit from diversified, consistent investment portfolios that are aligned with their long-term investment goals and objectives. Bridgetown Wealth Management serves individuals and institutions with portfolios beginning at $500,000.

Who We Are

Our Process

Our Values

Financial Planning: The Team Approach

Bridgetown Wealth Management has proudly called Portland, Oregon home since our founding in 2017. Our team of Advisors collectively boast over 60 years of industry experience. We strongly believe that by utilizing a team approach, we're better equipped to provide the best service to your accounts, and financial planning needs. Our team currently has members specializing in, portfolio construction, asset research, financial planning, annuity and insurance knowledge and products, marketing and events, all while providing the most exceptional client service. 

We're here for you-- let's go, Beyond the Numbers!

Meet the team that's ready to serve you.

Home Office Support - Wealth Solutions

Have questions? We'll get back to you right away.

Thank you! Oops!

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.