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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.

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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.


Cole Mills, CFP®

Cole Mills, CFP®

Founder & Chairman

503-280-7155

503-281-5139

Phil Jasso

Phil Jasso

Co-Founder & CEO

503-280-7155

503-281-5139

Jacob Mills

Jacob Mills

President

503-280-7155

503-281-5139

Corinna Birch

Corinna Birch

COO

503-280-7155

503-281-5139

Michael Ramey

Michael Ramey

Senior Associate & Retirement Plan Specialist

503-280-7155

503-238-7056

Lisa Wolff

Lisa Wolff

Administrative Assistant

503-280-7155

503-281-5139

Anna Sims

Anna Sims

Executive Assistant & Marketing Manager

503-280-7155

503-281-5139

Sadye Minden

Sadye Minden

Executive Assistant

503-280-7155

503-281-5139

Logan Choisnet

Logan Choisnet

Associate

503-280-7155

503-281-5139

Ariel Gray

Ariel Gray

Executive Assistant

503-280-7155

503-281-5139

Home Office Support - Wealth Solutions


Sieg Johnson

Sieg Johnson

Director of Portfolio Operations

Alisa Van Frank

Alisa Van Frank

Client Specialist

360-918-9488

Shannon Credle

Shannon Credle

Client Specialist

833-577-1149

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


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