Bridgetown Wealth Management
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.
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Sentiment Analysis
We have been working with Phil Jasso for over 15 years both pre and post retirement and have had nothing but good experiences and success.
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.
My husband and I, recently retired healthcare professionals, have been satisfied clients of Cole Mills and his team for several years.
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.
As a health care professional, it was very important to find an advisory team that understands our unique financial planning needs.
I am most grateful to have found them and very happy to recommend this company with enthusiasm and confidence.
I have complete trust in my advisor, Phil Jasso, and feel like my investments are in the best of hands.
His knowledge of my employer's particulars, availability, wisdom and great sense of humor make it so easy to work with him and his team.
They recently stepped up and assisted me with transferring shares of stock and beneficiary IR As — much appreciated during a period of increased stress.
I feel like they listen to any concerns I have and give great advice.
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