Financial Planners near Clackamas

“BPG is a team I trust with my family and future, I love this group! Alex Roth is a stud and Jon Owens will take care of you.“

“My wife and I have been clients of Cole and Bridgetown Wealth for over 12 years. He came highly recommended by others and we have not been disappointed. Cole is attentive to our goals and helped us prepare for our retirement, always making us feel comfortable about taking the next step in life. We feel very fortunate to have someone who communicates with us throughout the year and ensures that we are up to date on our financial plan.

In addition, Cole and his team helped us find other professionals for Medicare and estate planning guidance.

I highly recommend Bridgetown Wealth Management for anyone looking for professional and personal help in managing your retirement goals.“

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“Trustworthy. Full of integrity. Personable. Experienced. Down to earth. Responsive. These are just some of the words to describe not only Damon Winter but his able assistant Mary. Cannot recommend this team high enough! We are very pleased and doing better than ever under Damon's excellent advice, guidance and skills.“

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“Jake is fantastic, he is always willing to work with clients needs and answer any questions I have. Such a knowledgeable guy!“

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“This firm is so accessible in their approach, nothing stuffy or high-pressure, yet very informed and sober in their advising. They really do the work to stay connected with you over time but I'm not pressed when not further along with all the recommendations in the financial plan drafted for us. It's low pressure but the high touch keeps us invested in the long game for our portfolio and the relationship. We really enjoy this team and look forward to growing with them across our life and taking advantage of all they have to offer. It's also a team that reflects a wide swath of life - parents, non-parents, women, men - I'm sure that helps round out their approach and relatability.“

“Thank you Jaime Prado for assisting me with my account, thank you very much, you are the best customer service at westlake financial services.“

“Mike and I have been clients of Tradewinds for five years and are delighted with the professionalism, strategies and communications we have received in that time. This firm has an articulate, masterful leader at the helm (Christian) and a bright, energetic and responsive team around him (notably Paul). We truly feel part of a financial family and the timely, informative and personalized planning is unmatched in the industry. You need to look no further for your financial planning needs than this caring, competent and responsive team.“