Portland Wealth Management
Portland, Oregon
1624 NW Lovejoy Street
Portland, OR 97209
Phone: 503.594.7400
Fax: 971.223.4704
Our wealth management team in Portland can work with you to create a personalized financial plan designed for your big picture. As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Forest Park Conservatory, Urban League, and Social Venture Partners Portland.
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Meet your Portland wealth management team
I rely on my core values of loyalty, empathy, humor, thoughtfulness, and candor to ensure ...
View ProfileAllie Kirby
I help clients live a richer life by taking the stress out of their tax compliance and tax...
View ProfileAndrea Reed, CPA
My goal is to help clients understand their options, weigh the tradeoffs, and design finan...
View ProfileAnna Holowetzki
As a personal CFO, I work closely with our team, supporting our clients with resources and...
View ProfileArdavan Tabrizian
Talk to a Portland financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client