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.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

We begin Retirement Planning with the end in mind.

What are you planning to do in retirement?

Most of us look toward retirement all of our work lives. We save for it. We look forward to it. But most of us don’t think about the day when all of our weekdays become weekends. 

We know the questions that will help you define your life after working all those years.


We put your life and your goals at the center of the conversation adding a new dimension and strength to traditional retirement planning.

No, we don’t have all the answers, but by asking the right questions we shift the conversation from asset management to a discussion of comfortable lifestyle management using the money you accumulate as one of the tools for making your goals obtainable.

Our plans always consider the tax pitfalls of retirement distributions.

We help you to understand the tax implications of withdrawals during the accumulation phase. We help you develop a tax efficient strategy for getting access to your retirement funds. And we look for tax-favored strategies that reduce your current taxable income.  

The WBH approach makes it easier to make life choices.

You won't fear retirement or become apprehensive as it grows near. Understanding  the financial impact of your decisions about whether to retire early, when to begin social security payments or how to take distributions from retirement plans are no longer a reason to be concerned.  Worries about how to contain the costs of medical care, should it be necessary, have already have been considered. 

The wisdom of Brent Hamilton,  CERTIFIED FINANCIAL PLANNER
TM who is also an IRS Enrolled Agent and holds a Masters in Financial Planning can be put to work for you. Call today for a FREE one-hour meeting.

Whether you plan to be a beachcomber or to "keep your hand in" when retirement age comes around you should sign up for the  FREE GOALS UNDER MANAGEMENT NEWSLETTER offered by WBH that has facts, common sense advice and financial updates for people just like you that come in to sit down for a friendly  "Q & A" with us. every day.