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

 

Latest Blog Post