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Financial Planning

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 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

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

What’s being said
about Bridgetown

“Where do I begin?

I was looking for a trusted financial advisor as I recently entered retirement after 40 years with Kaiser Permanente and was LUCKY enough to find Bridgetown Wealth Management and Phil Jasso. Phil has helped me navigate my retirement venture with calm assurance and expertise.....with one introductory call I just knew I found someone I could rely on with confidence.”

Laurel W.

This statement is a testimonial by a client of the financial professional as of 09/19/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“As a healthcare professional,

it was very important to find an advisory team that understands our unique financial planning needs. Cole and the Bridgetown team have exceeded our expectations and delivered outstanding advice and support for several years now. Cole takes a truly holistic view of us and addresses not only our financial goals, but our career and family goals as well. He's become a highly valued advisor who is helping us navigate towards a successful retirement!”

Dan F.

This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“It’s been an absolute pleasure

working with Phil Jasso and his team. As a mid-career healthcare professional, my financial needs have changed multiple times over the past couple of years. Phil makes sure that his understanding of my financial goals are up-to-date whenever I need to revise my plans. He is also well-connected in the Portland community, and he’s directed me to the right people when I asked him for a referral to various professional services. I also appreciate that he provides solid yet digestible explanations for each option on the table and that he encourages me to take time and ask questions until I feel comfortable to make the decision. Phil and Bridgetown Wealth Management have been a wonderful team to work with!”

Ryoka K.

This statement is a testimonial by a client of the financial professional as of 09/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Bridgetown Wealth Management as a whole

are very trustworthy and easy to work with. They work around our busy schedule and answer questions and concerns through multiple avenues. Jacob Mills does an exceptional job communicating with me about changes in the market both present and future. I would highly recommend them to anyone who is looking for wealth management/financial planning help.”

Ryan G.

This statement is a testimonial by a client of the financial professional as of 09/21/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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.

Learn more

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.

Get started with us