A complete list of active advisors currently associated with PortSalus Wealth Management

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

PortSalus Wealth Management provides investment management and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans on a fee‑only basis. The firm manages approximately $48.9 million in discretionary assets (as of December 31, 2025), serves about 58 clients, and generally charges percentage‑of‑AUM advisory fees with a $1,000,000 account guideline that may be waived on a case‑by‑case basis. The firm constructs portfolios using modern portfolio theory and a mix of passive and active strategies while employing fundamental, technical, cyclic, and charting analysis to tailor asset allocation to each client’s goals and risk tolerance. PortSalus typically manages accounts on a discretionary basis and pairs investment management with ongoing financial planning; clients with at least $1,000,000 in AUM receive ongoing planning at no additional charge. What distinguishes PortSalus from many small supported advisers is its operational integration for “held‑away” accounts (401(k)s, 529s, variable annuities) via a third‑party order/aggregation system (Pontera) and its practice of requiring custody at Charles Schwab for execution and reporting. The firm is relatively new (founded in 2023), is fee‑only, generally does not provide separate written performance or holdings reports to investment management clients, and does not recommend or select other investment advisers for its clients.

To learn more about the advisors currently working at PortSalus Wealth Management, 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.