Financial Advisors
Portland, OR
Bridgetown Wealth Management is an independent financial advisory firm serving Portland and the surrounding Oregon communities. They provide comprehensive wealth management, investment management, retirement planning, and financial strategy services tailored to individuals and families. Their independent status means they work in clients' best interests without conflicts of interest from product commissions.
Ideal for: Individuals and families seeking comprehensive wealth management, retirees planning retirement strategy, high-net-worth clients needing investment management
Service area: Portland, OR and surrounding areas
Independent Advisor Model: As an independent firm, Bridgetown Wealth Management operates without commission-based product sales, prioritizing clients' financial goals over product placement.
Comprehensive Financial Planning: They offer end-to-end wealth management including investment management, retirement planning, and personalized financial strategy rather than isolated services.
Portland-Based Local Expertise: Established in the Portland community, they combine local market knowledge with personalized service for regional clients.
Address: 700 NE Multnomah St Suite 820, Portland, OR 97232
Phone: (503) 280-7155
Website: bridgetownwealthmanagement.com
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