Financial Planners near Tigard

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“I cannot say enough good things about this company and our financial planner Mike Ramey.

My wife and I started working with Mike Ramey when our children were just starting kindergarten (it may have actually been earlier). We weren't sure where to start when it came to financial planning, especially being young parents and feeling like we didn't have all that much to work with. Mike met us where we were in our financial situation and helped us craft and put into place a plan that worked for our family and our finances, and most importantly, gave us the gift of building peace of mind.

Fast forward 15 years and Mike has helped us plan for all of our major and minor life events that involve finances. From house purchases to saving for college for two kids to building a rock-solid retirement plan, Mike has been there guiding us the whole time. Financial planning isn't magic, it takes work and dedication, and it doesn't happen overnight. The long-game can be hard to visualize but Mike is so good at helping to shape our goals and then showing us how we can achieve them. Yes, he uses data and all the tools and charts to really visualize them, but more than that, he's kind and empathetic. He's our biggest cheerleader and he's been the rock and voice of reason during big, unexpected life/financial setbacks.

I truly feel lucky to have Mike as our financial advisor. The greatest asset he and the team at Bridgetown Wealth Management, have helped us develop over the years is peace of mind for our family.

Thank you“

“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.“

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“My wife and I have been working with AWM over 18 years and have been very satisfied with their professionalism, knowledge, and attention to our household's needs. There is never any pressure to buy or sell anything, and they review our portfolio/holdings with us at least annually or more often when requested. They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opportunity.All the staff are great to work with. But, be sure they fit your investing philosophy; AWM isn't a "buy this great new idea every day" brokerage. As an independent advisor with a fiduciary responsibility to the client, they cannot do anything that is not in your best interest, and they work on your time horizon.“

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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.“

“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.“

“Ignore the old reviews. They don’t apply. It’s a new team and they are excellent. We’ve been with Patrick Cummings for many years, having followed him from Merrill Lynch. He and the team are great.“

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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!“

“Thank you Gary & Susan for beating the S&P 500 with our portfolio. Awesome job guys“

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