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 with the end in mind and our understanding of the tax implications give you a rewarding edge.

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We integrate Tax Planning into all our services

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Most financial planners are interested in

assets under management.

We help get your goals under management.

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

You get the benefit.

WBH gives you the edge you need to plan and execute tax reduction strategies that preserve wealth. You reap the rewards of a tax expertise matched with a knowledge of financial planning and wealth management. You get straight talk, understandable explanations plus guidance in the transfer of wealth to your loved ones and favorite charities. You get someone who can do your taxes and manage your wealth.

 Tax consequences are reviewed on every account.

This eliminates surprises in portfolio management, distribution planning, transfers or liquidation of assets as well as preservation of capital for estate planning.

 Call today for an appointment. All tax work is on a fee basis.

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.” 
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