5 Areas of Planning

  • Retirement Planning

  • Investment Planning

  • Tax Planning

  • Insurance Planning

  • Estate Planning

If you were going to build a house, how would you start? What would you need? What kind of professional advisors would you seek? How would know if they were any good at what they do?

We start by making a plan.



Planning is about getting organized.

How much do we earn? How much do we spend? How much do we have?

What are our goals? How much do we need? How much risk do we need to take?  

Who is my team? How should I allocate my investments?

How do my investments reflect my goals, time horizon and tolerance for risk?

How do we know if we are doing any good?

Should we have a trust? When should I take money from my IRA? How do I deal with my debt? What if something bad happens? What is the best way to sell my business and retire?

How do I keep track of all this?

We use best in class technology to help you get organized.

Portland Private Wealth Management can help.


We offer integrated financial planning by giving each client access to a personalized website through our state of the art web-based financial planning software. It allows us to aggregate all client accounts in real-time. We also offer a document vault to keep important documents for safekeeping.