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
I feel like they listen to any concerns I have and give great advice.
I have complete trust in my advisor, Phil Jasso, and feel like my investments are in the best of hands.
They recently stepped up and assisted me with transferring shares of stock and beneficiary IR As — much appreciated during a period of increased stress.
It's without reservation that I highly recommend anyone looking for a financial advisor and wealth management company to consider Phil and Bridgetown Wealth Management.
I’ve worked with Phil Jasso on many transactions over the years and received invaluable advice for my wealth management.
He and his team are well versed in the Kaiser Permanente system and how to maximize benefits, pay, pension and retirement choices.
He is always so upbeat and I couldn't ask for a better company to help me through my retirement.
They are so friendly, explain everything in detail, and are always prompt to answer any questions we have.
Phil and his team are always there to support my investment concerns and planning for the future - and I really appreciate that.
We’ve been working with him for the last 5-7 years and we couldn’t be happier with the guidance and support he’s provided us.
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