PORTLAND PRIVATE WEALTH MANAGEMENT

Family Office

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, critical advice.

EXPERIENCED TEAM OF PROFESSIONALS

We are a dedicated group of professionals that have spent nearly two decades learning the financial services business in one of the most challenging environments. Over the years we have learned that working in a truly open architecture and independent family oriented wealth management firm, offers our clients unbiased innovative solutions for managing wealth.

Our team works with a number of professionals (CPAs, estate planning attorneys, and pension plan design specialists), as well as a diverse client base which allows for the cross pollination of some of our best ideas.

PPWM PARTNERS

Jason McMillen
MANAGING PARTNER

I like skiing with my kids, coaching soccer and commuting via motorcycle.

Jacob Becker
MANAGING PARTNER

I enjoy basketball, world travel, mid-century design and spending time with my family.

Todd Pizzuti
SENIOR WEALTH ADVISOR

After work, I enjoy spending time with my wife and three children, golf, and Oregon athletics.

Stephen Staudinger
CPA & ADVISOR

I enjoy photography, hiking, growing maple trees and working on my Battle Ground property.

HEADQUARTERS

PORTLAND PRIVATE WEALTH MANAGEMENT EAST BANK LOFTS 537 SE ASH ST., SUITE 208 PORTLAND, OR 97214

P. 503-880-9848

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PROFESSIONAL ASSOCIATIONS

The websites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website users and/or members.