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 help clients live a richer life by taking the stress out of their tax compliance and tax...
View ProfileAndrea Reed, CPA
I work closely with our service teams, in-house experts, and business lines to ensure that...
View ProfileCarley Dillon
As a growth and operations manager, I help clients live a richer life by keeping things ru...
View ProfileErica Penner
I'm grateful to be in a position to help others feel at ease with their financial future s...
View ProfileHunter Leishman
Joe Volcheck serves as an advisor in Brighton Jones' Denver office.
View ProfileJoe Volcheck
Jorge Rosas serves as an advisor in Brighton Jones' Portland office.
View ProfileJorge Rosas
Each new season brings opportunities to plan for the unexpected and navigate changes. It i...
View ProfileKaren Harris, CFP®, CRPC®
To help clients live a richer life, my goal is to foster and deepen a relationship with ea...
View ProfileKaty McDonald
I bring my personal drive and passion to my position as a tax manager to help clients with...
View ProfileLevi Guthrie
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
I guide clients through important life events and help them align their estate and legacy ...
View ProfileTaraLynn Reinhart, JD
As a Personal CFO, I take a collaborative approach in understanding the needs and dreams o...
View ProfileThaddeus Allen, CFP®
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