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About PPWM

Portland Private Wealth Management is a fiduciary.

We think minimizing fees and tax efficiency is critical to our role as fiduciaries working in the best interests of our clients.

Investments & Financial Planning tailored to your life.

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.

Experienced

Meet Our Team

Jacob Becker
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Jacob Becker CFP®, CWS®

President, Chief Operations Officer,  Co-Chief Investment Officer

Jacob Becker
Jason McMillen
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Jason McMillen

Chief Compliance Officer, Co-Chief Investment Officer

Jason McMillen
Alyssa Pizzuti
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Alyssa Pizzuti

Operations Manager, Client Service

Alyssa Pizzuti
Norma Wright
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Norma Wright

Operations, Client Service

Norma Wright
Kibwe Cuffie
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Kibwe Cuffie

Investment Advisor Representative, Analyst

Kibwe Cuffie


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Portland Office

1221 NW Everett St
Portland, OR 97209

Phone: (503) 405-9472

Bend Office

532 SW 13th Street, Suite 100
Bend, OR 97702

Phone: (541) 323-3455

Eugene Office

44 West Broadway, Suite 212
Eugene, OR 97401

Phone: (541) 484-1444

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Advisory services offered through Portland Private Wealth Management, Inc., a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser.  This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or 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 reliable, but 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 an 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. We may provide links from our site to other sites on the Internet for your convenience in locating investment-related and other information and services. These sites are maintained by independent third parties over which we exercise no control, and we do not endorse or sponsor such third parties or their web sites, and are not necessarily affiliated with any such third party. Accordingly we expressly disclaim any responsibility for the content, the accuracy of the information, and the availability of and/or quality of products or services provided by or advertised on these third-party Web sites.

Portland Private Wealth Management, Inc., may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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