A complete list of active advisors currently associated with Portside Wealth Group, LLC

Warmer can help you find a great advisor at Portside Wealth Group, LLC or one who fits your needs even better.

Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, co-advisory services, cash management, and client education for individuals (including high‑net‑worth clients), retirement and pension plans, charitable organizations, and corporate entities. The firm also provides class-action monitoring services through a vendor relationship and may assist with IRA rollovers and donor‑advised fund recommendations. Portside manages client accounts using tailored discretionary mandates and may employ sub‑advisers and third‑party or in‑house model portfolios (including Oxford Models managed by a Portside advisor), with ongoing monitoring and at least annual reviews of accounts. Its investment analysis blends approaches such as fundamental, technical, and modern portfolio theory, and the firm discloses that clients invested in certain model portfolios cannot set restrictions on specific holdings within those models. A notable feature of Portside is that associated professionals offer related legal and accounting services—some are separately licensed to practice law and as certified public accountants—so advisory services are offered alongside affiliated legal and accounting expertise. The firm also discloses certain management personnel hold a partial ownership interest in a recommended sub‑adviser (Orion) and documents active due‑diligence steps to address that conflict; founded in 2023, Portside has grown to manage approximately $1.43 billion across its advisor teams and client relationships.

To learn more about the advisors currently working at Portside Wealth Group, LLC, 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 Portside Wealth Group, LLC's office locations.