Our Bridgetown Planning Process

Bridgetown Wealth Management is a team of Financial Advisors in Portland committed to helping you pursue your financial goals. We offer access to a wide range of financial products and services to individuals and business owners. By utilizing our Bridgetown Planning Process, you will be better able to identify your goals, both financial and otherwise. Work with us toward an agreed upon strategy to help pursue those goals. 

Bridgetown Wealth Management uses investment strategies managed by our internal investment team to help you benefit from diversified, consistent investment portfolios that are aligned with your long-term investment goals and objectives.

Bridgetown Wealth Management serves individuals and institutions with portfolio minimums starting at $500,000.

7 Steps of Service

1. Initial Meeting

• Learn what matters most to you—your family, your goals, and your legacy
• Identify your unique challenges, opportunities, and circumstances
• Introduce you to our Bridgetown Planning Process

2. Data Collection Meeting

• Gather relevant financial planning documents, statements, and risk tolerance
• Organize your financial picture through your customized Bridgetown Planning Portal
• Identify opportunities that add meaningful value to your Financial Plan

3. Financial Plan Presentation

• Review your current financial picture and investment strategy
• Explore potential scenarios and planning outcomes
• Present and deliver personalized recommendations based on your plan

4. Implementation Meeting

• Action plan for implementation
• Education
• Account(s) set up when applicable

5. 30-Day Wealth Team Strategy Session

• Provide you with a status update
• Assist you with logging into your accounts
• Address any remaining questions

6. 60–90 Day Wealth Team Integration

• Coordinate with your CPA, attorney, or other professionals via Zoom or locally in the Portland Metro area
• Discuss tax strategies (Social Security), estate planning (will and trust), healthcare options, Medicare, and more as needed

7. Ongoing Strategy Meetings

• Meet with your financial advisor semi-annually or annually, depending on your preferences and needs
• Regularly review your progress, update your plan, and adjust your strategy as life evolves