Bridgetown Wealth Management

Financial Planners, Financial Advising

700 NE Multnomah St #820, Portland, OR 97232

About Bridgetown Wealth Management

Bridgetown Wealth Management is a highly regarded financial services provider, with several of its advisors receiving praise from clients. Jacob Mills has been recognized for his exceptional performance in managing clients' retirement funds, having delivered consistently strong growth over nearly a decade. Phil Jasso and his team have also received acclamation for their work, with clients expressing satisfaction over more than 15 years of collaboration. They are appreciated for their reliability, accessibility, and knowledge, creating a comfortable and professional environment for clients. Cole Mills, another standout advisor, has been instrumental in helping retired healthcare professionals navigate their financial future. Cole's expertise and personal approach have earned him the trust of his clients, who highly recommend his services for the peace of mind he provides. Clients appreciate the team's full knowledge of Kaiser plans and investing in general. They find the advisors, such as Logan Choisnet, to be cordial yet professional, always happy to answer questions and help clients understand their options. Clients feel relieved and confident working with the Bridgetown Wealth team, who are described as a "godsend" and a "joy to work with." The advisors' responsiveness, competency, and ability to provide sage advice have allowed clients to pursue their retirement dreams with confidence.

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Reviews for Bridgetown Wealth Management

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  • Jun 2026

    We have been working with Logan C. For the past several months to plan for retirement, invest assets and follow a carefully developed and managed plan to get out of debt. We thought we could never get out from under debt or retire but we’ve already made great strides towards both. Logan had also recently taken on my elderly mom as a client, helping her to invest her assets.

    Logan came highly recommended by a friend and has proven himself to be smart, compassionate and kind. He makes the time to meet with us monthly on our debt plan. And he’s always available by phone to answer my mom’s many questions. We definitely recommend working with Logan...read full review

  • Apr 2026

    Phil Jasso and his team are excellent to work with. They make everything easy and are always quick to answer questions or meet with us as needed. Phil takes the time to genuinely understand our needs and has been a fantastic partner as we build out our financial plan. Having previously worked with a large investment firm, we immediately noticed the difference in customer service. We highly recommend Phil and Bridgetown Wealth Management.

  • Mar 2026

    Phil Jasso has been our financial advisor for nearly ten years and I would highly recommend him to anybody. He's incredibly helpful, friendly and knowledgable and responds quickly to any questions and concerns I might have.

Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 9AM - 1PM
Saturday: ClosedSunday: Closed

Location

700 NE Multnomah St #820, Portland

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