Our Commitment
Portland Private Wealth Management advises people on how to simplify, strategize and personalize their financial lives, investments and legacy. Our commitment is to provide a high level of service, independent research and analytics accompanied with thoughtful advice.
We Are Your Advocates
Over the years we have learned that working as a truly independent, family-oriented, open architecture advisory firm, offering clients unbiased and innovative solutions, is wealth management.
We are a dedicated group of professional advisors with one common goal: being passionate about what we do, how we do it, and the people we serve.
Our services
Individuals and Families
- We develop investment policy statements for individuals and families.
- We help individuals build their savings and investment accounts.
- We establish and advise on deferred investment vehicles such as IRA's, HSA's, College Saving Plans, and Annuities.
- We design asset protection strategies, including life, disability and other personal insurance.
- We help to create and manage family trust accounts to segregate and protect family assets.
- We also help families create and manage estate plans by working as a strategic partner with their tax and legal advisors.
Business Owners
- We help business owners develop the right benefit solutions for not just themselves, but also for their employees.
- We work with experienced professionals in the analysis of current benefit plans, tax deferred retirement options and pre-tax expenses.
- We integrate asset protection strategies, providing life, disability, business and personal.
- We integrate Asset Protection Strategies (creditor exempt asset classes).
- We assist with Tax status optimization and pension plan design.
Corporate Executives
- We provide corporate executives with sophisticated tax analysis: exercising options, corporate stock sales and benefit program management.
- We assist executives with 401K management, retirement accounts and taxable money.
- We also analyze their asset protection strategies in terms of life, disability, and personal insurance.
Retirement Plans & Non Profits
- We assist private institutions and non-profits to develop an investment policy statement, manage investments, and create portfolios tailored for their situation.
- We offer hands-on advisory services typically not provided by bigger institutions.
- We develop Defined Contribution & Defined Benefit Plans tailored to each institution's objectives and goals.
Our Process
We utilize a repeatable and thorough process to help our clients achieve their goals and objectives. Our 8 step wealth management process has allowed us to provide effective planning for our clients, identify the issues and work to resolve them.
1
Discovery or Review Meeting
2
Discuss Lifetime Wealth Goals
3
Analyze Current Situation
4
Identify Needs, Areas for Improvement & Tax Efficiencies
5
Create Financial Plan
6
Discuss Gap Between Current Situation & Lifetime Wealth Goals
7
Implement, Monitor or Review
8
Repeat Steps 1 - 8