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Robert F
Calistoga, CA
The Portola Group Inc
Robert Fitzwilson is the founder and sole advisor of The Portola Group Inc, an independent firm based in Calistoga, CA. He holds 28 years of industry experience and has been with The Portola Group since 1979. Fitzwilson is also the founder and CEO of WealthKit, Inc., a software development company creating planning tools for investment professionals. The Portola Group provides investment supervisory and portfolio management services along with financial planning to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies, uses a range of active strategies, and offers retained personal CFO services, with a notable focus on serving charitable clients and avoiding commissions or sales-based compensation.
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