We believe you shouldn’t have to face the uncertainty alone.

Navigating the financial decisions of life can be a daunting, complex and often murky challenge. A knowledgeable guide can help.

We believe there is more to life than compiling wealth.


Our approach is holistic.  Our goal is to help you think about your life and how you want it to evolve over time based on your goals and values.


We concede we do not have all the answers, but in asking the right questions we are able to broaden the conversation from asset management to money as it relates to each and every aspect of your life.


We believe tax knowledge is critical to achieving your goals.

Our founder, Brent Hamilton, holds a Masters degree in Financial Planning, is a CFP® CERTIFIED FINANCIAL PLANNER
TM  and is also admitted to practice before the IRS as an Enrolled Agent.

Our unique expertise allows the design of highly efficient Wealth Management  predicated on tax efficient strategies. We believe that helping you reach your life goals is more important than the assets we manage for you.

We believe that straight talk is always best.

The advice you get from us will help you have the retirement you desire and understand how to transfer wealth to our loved ones and favorite charities.

The services provided by WBH include:




  • Estate Planning  (We put understanding your life goals before the legalities)



We believe it’s worth an hour of our time to get to know you.

Knowing and understanding your goals is just as important to us as the assets you place in our stewardship. Call today for a FREE get acquainted appointment.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

Learn the secrets of  keeping your goals under management

Most financial planners are interested in

assets under management.

We help get your goals under management.

Most financial planners are interested in

assets under management.

We help get your goals under management.

At WBH Financial Services we believe that helping you reach your Goals is just as important as the assets we manage for you.