Phil Jasso, CPFA®, is the Co-Founder and CEO of Bridgetown Wealth Management, where he leads a firm that has grown to manage over $600 million in client assets. With more than 18 years of fiduciary-focused leadership, Phil specializes in helping high-net-worth individuals, families, and organizations align their wealth with their values and long-term goals. Beyond his work with clients, Phil serves as Board President of ALSO, a $22 million nonprofit with nearly 500 employees, where he contributes governance leadership and mission alignment. His work has been recognized nationally and locally with honors including:
• #55 — AdvisorHub’s Next Gen Advisors to Watch (2025; also 2023–2024)
• Forbes Best-in-State Next Gen Wealth Advisor (2024)
• Portland Five Star Wealth Manager (2023, 2024)
• Portland Business Journal 40 Under 40 (2024)
Bridgetown Wealth Management itself has been honored by the Portland Business Journal’s Corporate Philanthropy Awards in 2019, 2022, 2023, 2024, and 2025 (including the 2019 Innovation Award), underscoring the firm’s commitment to giving back.
Phil has been featured in Fortune, Portland Monthly, Portland Business Journal, and on KPTV’s Good Day Oregon for his insights into financial strategy and wealth management.
Phil also enjoys traveling, running and spending time with his wife and three girls.