Bridgetown Wealth Management

As a health care 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.

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.

Phil Jasso and his team have done an amazing job with my portfolio. They are friendly, knowledgeable, reassuring, diligent and integrity driven. Let me add genuine and honorable. My situation was a little out of the ordinary and they handled it beautifully. I am most grateful to have found them and very happy to recommend this company with enthusiasm and confidence. Bonus - we have a few laughs, too.