A complete list of active advisors currently associated with Portfolio Wealth Advisors

Warmer can help you find a great advisor at Portfolio Wealth Advisors or one who fits your needs even better.

Portfolio Wealth Advisors provides discretionary portfolio management and investment advisory services to a broad mix of clients, including individuals (both non‑HNW and high‑net‑worth), family offices, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also provides financial consulting and expert‑witness services to legal counsel and documents client objectives and constraints in written Investment Policy Statements. The firm uses a combination of fundamental and technical analysis and constructs portfolios primarily with exchange‑traded funds, implementing portfolios on a fully discretionary, wrap‑fee basis. Model strategies are reviewed monthly and client accounts may be rebalanced monthly, while client‑specific or legacy positions outside the models are reviewed on an annual basis. What is noteworthy about the firm is its scale relative to advisor count — managing roughly $395 million with a single‑advisor structure and serving several hundred client relationships — and its role as a wrap‑fee program sponsor through Schwab’s institutional program, which the firm uses for custody, execution, and related support services. The firm also does not vote proxies on clients’ behalf (clients retain proxy voting responsibility) and maintains a separate business line providing expert consulting to legal counsel.

To learn more about the advisors currently working at Portfolio Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.