Portland Wealth Management

Portland, Oregon

1624 NW Lovejoy Street
Portland, OR 97209
Phone: 503.594.7400
Fax: 971.223.4704

Get in touch

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.

Driving directions

Portland map

Meet your Portland wealth management team

I’m the growth and operations manager in our Portland office, meaning I help clients live ...

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Erica Penner

Growth and Operations Manager

Joe Volcheck serves as an advisor in Brighton Jones' Portland office.

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Joe Volcheck

Advisor

Jorge Rosas serves as an advisor in Brighton Jones' Portland office.

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Jorge Rosas

Advisor

Each new season brings opportunities to plan for the unexpected and navigate changes. It i...

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Karen Harris, CFP®, CRPC®

Lead Advisor

To help clients live a richer life, my goal is to foster and deepen a relationship with ea...

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Katy McDonald

Advisor

I am grateful to have the opportunity to navigate complex problems, especially when I know...

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Rachel Kuhnert

Advisor

Advising around investments, company benefits, taxes, etc. are all a part of being a good ...

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Steven Hanks, CFP®

Lead Advisor

As a Personal CFO, I take a collaborative approach in understanding the needs and dreams o...

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Thaddeus Allen, CFP®

Advisor

Talk to a Portland financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "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