Bridgetown Wealth Management

"We have been working with Phil Jasso for over 15 years both pre and post retirement and have had nothing but good experiences and success. Phil and Anna are reliable, accessible, and knowledgeable. Our exchanges are both relaxed and professional and I highly recommend them!"

"Where do I begin? I was looking for a trusted financial advisor as I recently entered retirement after 40 years with Kaiser Permanente and was LUCKY enough to find Bridgetown Wealth Management and Phil Jasso. His online reviews told me a) he was great and b) many previous Kaiser retirees had also found him! Phil has helped me navigate my retirement venture with calm assurance and expertise.....with one introductory call I just knew I found someone I could rely on with confidence. I actually look FORWARD to phone calls with him and enjoy our camaraderie and chuckles! I found someone who doesn't intimidate and is willing to spend the time to make sure I understand all the investment in-and-outs. If you're looking for a financial advisor, look no further. He's your man! Thanks Phil!"

"My husband and I, recently retired healthcare professionals, have been satisfied clients of Cole Mills and his team for several years. Having a trusted financial advisor was key and Cole has helped us navigate a financial roadmap for our future. Not only is Cole a super nice guy, he truly put our mind at ease about our future; we trust his expertise and recommendations. We highly recommend Cole and thank him for guiding us into our retirement years!"

"Phil Jasso and his team have done an amazing job with my portfolio. They are friendly, knowledgeable, reassuring, diligent and integrity driven. Let me add genuine and honorable. My situation was a little out of the ordinary and they handled it beautifully. I am most grateful to have found them and very happy to recommend this company with enthusiasm and confidence. Bonus - we have a few laughs, too!"

"It’s been an absolute pleasure working with Phil Jasso and his team. As a mid-career healthcare professional, my financial needs have changed multiple times over the past couple of years. Phil makes sure that his understanding of my financial goals are up-to-date whenever I need to revise my plans. He is also well-connected in the Portland community, and he’s directed me to the right people when I asked him for a referral to various professional services. I also appreciate that he provides solid yet digestible explanations for each option on the table and that he encourages me to take time and ask questions until I feel comfortable to make the decision. Phil and Bridgetown Wealth Management have been a wonderful team to work with!"