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.

Brent also provides Income and Estate Tax Preparation.

In his capacity as an Enrolled Agent (EA) he can represent you at the IRS for Income and Estate Tax Resolution.

Brent has comprehensive financial services to put goals under management

The background and training Brent Hamilton has accrued over 25 years in the financial services industry makes him  qualified to offer a full range of financial services in his practice.

He holds both a Certified Financial Planner
TM qualification and status as an Enrolled Agent (EA) admitted to practice  to represent taxpayers before the IRS.

This solid understanding of financial instruments as well as their tax consequences gives him a perspective which results in superb short and long term advice for putting your goals under management.  His full range of  services is shown below.


Lake Oswego 503 699-9200

Toll Free 888 699-9201

WBH Financial Services Comparison