Most financial planners are interested in

assets under management.

We help get your goals under management.

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.

Most financial planners are interested in

assets under management.

We help get your goals under management.

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services.  Therefore, access to this site is intended for and limited to individuals residing in states in which the principal and/or registered employees of WBH Financial Services are FINRA or SEC registered or exempt.  The principal and/or some employees of WBH Financial Services are Registered Representatives and/or Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states.  This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.  Content copyright 2014 WBH Financial Services.  All rights reserved.  Goals Under Management is a trademark of WBH Financial Services

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services.  While attending college, Brent assisted in his father’s income tax preparation business.  This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.

Brent’s dedication to continuing education has yielded a Masters in Financial Planning, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and admittance to represent clients before the IRS as an Enrolled Agent.

Brent’s commitment to lifestyle financial planning recognizes that money is but one of the tools necessary to live a life you desire.  He believes that helping you identify and reach your life goals is more important than just getting great returns on the assets he manages for you.  He uniquely combines tax and wealth management expertise to create tax efficient portfolio design and optimal distribution strategies for retirement.

Brent and his wife Mary live near his office in Lake Oswego.  While raising their family, Brent was involved with youth soccer, basketball, chess club, boy scouts, cheerleader activities and a myriad of school field trips.  Brent’s daughter, Darcie, has her own business in California and together with her husband is raising two sons.  His son, Brent Jr., is a lawyer practicing in Portland, Oregon. 

Brent’s escape from a busy work schedule includes gardening and working out at the gym.  He and his wife support local artists through attendance at community performances and art shows in Portland and Salem.

Brent is a family man who believes in building and maintaining long-term relationships.  Over twenty years ago when he opened the doors of WBH Financial Services, he elected to partner with clients for the long term. Many have become friends, introducing him to their family and colleagues.

This trusted advisor bases his long-term relationships on honesty, integrity and truth. If you measure the quality of your wealth counselor on that basis, then Brent is the financial planner you are looking for.

 

About WBH Financial Services and our founder Brent Hamilton

Lake Oswego 503 699-9200

Toll Free 888 699-9201