Bridgetown Wealth Management

Beyond the Numbers

Financial planner in Portland, OR (show on map)

5.0

★★★★★

62 reviews

A Portland-based wealth management firm providing comprehensive financial planning and investment management for individuals and institutions with portfolios starting at $500,000.

Call (503) 280-7155

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About

Bridgetown Wealth Management is a registered investment advisor based in Portland, Oregon, founded in 2017. The firm is committed to going beyond the numbers by providing comprehensive financial planning to help clients pursue their financial goals.

They use investment strategies managed by an internal investment team to help clients benefit from diversified, consistent investment portfolios aligned with long-term objectives. The firm serves individuals and institutions with portfolios beginning at $500,000. Their team approach means clients work with a full team of specialists in portfolio construction, asset research, financial planning, annuity and insurance, marketing, and events. They also have a specialized Kaiser Retirement Planning practice serving healthcare professionals.

Team approach with multiple specialists

Over 60 years of collective industry experience

Internal investment team managing portfolios

Specialized Kaiser Retirement Planning practice

Customized strategies for each client

Portland-based since 2017

Services

Financial Planning

Comprehensive financial planning to help identify and prioritize goals, replacing uncertainty with knowledge and optimism for the future.

Goal identification and prioritization Team-based approach Personalized strategies

Investment Management

Investment strategies managed by an internal investment team to help clients benefit from diversified, consistent investment portfolios aligned with long-term goals.

Internal investment team Diversified portfolios Long-term alignment

Kaiser Retirement Planning

Specialized financial planning for Kaiser employees and Northwest Permanente providers, covering retirement, pension, healthcare, and investment decisions.

Kaiser pension expertise Healthcare planning Customized to your situation

Annuity and Insurance Planning

Guidance on annuity and insurance products as part of a comprehensive financial plan.

Annuity knowledge Insurance products Team specialization

Credentials & Certifications

CFP® (Cole Mills)

CFP® (Logan Choisnet)

LPL Financial Registered Investment Advisor

FINRA/SIPC Member

Reviews

Rating

★★★★★

Reviews

"Phil and Anna are reliable, accessible, and knowledgeable."

Frequently Asked Questions

What is Bridgetown Wealth Management's approach to financial planning? +

Bridgetown uses a team approach where clients work with a full team of specialists rather than a single advisor. They go beyond the numbers to provide comprehensive planning tailored to each client's unique goals and circumstances.

What is the minimum portfolio size for Bridgetown Wealth Management? +

Bridgetown Wealth Management serves individuals and institutions with portfolios beginning at $500,000.

Does Bridgetown specialize in serving healthcare professionals? +

Yes, Bridgetown has a specialized Kaiser Retirement Planning practice that has served Kaiser employees and Northwest Permanente providers for over 15 years, offering financial planning, investment management, IRA strategy, pension planning, and healthcare planning.

Where is Bridgetown Wealth Management located? +

Bridgetown Wealth Management is headquartered in Portland, Oregon, with offices at 700 NE Multnomah Street, Suite 820, Portland, OR 97232 and 6830 SW Atlanta St., Tigard, OR 97223.

What credentials does the Bridgetown team hold? +

The team includes two CFP® professionals (Cole Mills and Logan Choisnet) and collectively boasts over 60 years of industry experience.

Is Bridgetown Wealth Management a fiduciary? +

Bridgetown Wealth Management is a registered investment advisor. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC.