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...

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Andrea Reed, CPA

Tax Manager

As a personal CFO, I work closely with our team, supporting our clients with resources and...

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Ardavan Tabrizian

Associate Advisor

I work closely with our service teams, in-house experts, and business lines to ensure that...

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Carley Dillon

Chief Experience Officer

By providing assistance with kindness and courtesy, to clients and the team alike, I hope ...

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Flint Kirschenbaum

Client Service Associate

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

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Joe Volcheck, CFP^®

Advisor

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

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Karen Harris, CFP^®, CRPC^®

Senior 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, CFP^®

Lead Advisor

I bring my personal drive and passion to my position as a tax manager to help clients with...

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Levi Guthrie

Tax Manager

By working closely with clients to define their unique vision of a Richer Life, I utilize ...

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Matt Sisco

Associate Advisor

By thoughtfully and uniquely crafting investment plans, I am able to help guide clients to...

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Rachel Kuhnert

Associate Advisor

As a member of the Growth and Operations team, I work with potential clients as they get t...

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Rebecca Fink

Business Development Specialist

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Director of Real Estate Group

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

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Thaddeus Allen, CFP^®

Lead Advisor

I love the opportunity to debunk this myth and help clients

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Zach Bergthold, CPA

Tax Lead Advisor

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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