A complete list of active advisors currently associated with Portland Private Wealth Management, Inc.
Warmer can help you find a great advisor at Portland Private Wealth Management, Inc. or one who fits your needs even better.
Portland Private Wealth Management, Inc. provides ongoing wealth management, integrated financial planning, and retirement-plan consulting to individuals, high‑net‑worth clients, corporations, trusts, and non‑profits. The firm manages accounts on a discretionary or non‑discretionary basis, prepares Investment Policy Statements for clients, and integrates financial planning into its advisory services without separate asset‑based fees. Investment decisions are implemented through proprietary model portfolios built on the Morningstar Target Risk Asset Allocation framework and typically include a mix of stocks, bonds, mutual funds, ETFs, inflation hedges, CDs, and cash; the firm emphasizes fee minimization, tax efficiency, transparency, diversification, and quarterly reviews. Clients may receive either model‑based portfolio management or more customized Private Advisory Accounts, with tactical rebalancing and the option for scaled implementation based on market views. A notable difference from many peers is that PPWM may offer performance‑based fee arrangements to qualified clients, and currently maintains one such account while disclosing related conflicts and controls (periodic senior‑officer reviews and allocation policies) to mitigate side‑by‑side incentives. The firm’s Private Advisory Accounts, generally for clients with $1 million or more, permit greater customization — including legacy low‑basis positions, concentrated holdings, and the potential use of options, hedging, or shorting — which is less common among similarly sized supported firms.
To learn more about the advisors currently working at Portland Private Wealth Management, Inc., 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.
You can also browse Portland Private Wealth Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Portland, OR
| 15
| |
Portland, OR
| 7
| |
Bend, OR
| 21
|
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