Providence, UT Office
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Portside Wealth Group, LLC
Multi-team
Firm-wide stats for Portside Wealth Group, LLC
About
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.
Based on Portside Wealth Group, LLC
Expertise
Based on Portside Wealth Group, LLC
Location
286 N Gateway Dr Suite 202
Providence UT 84332
Advisors at this office
2
Advisors at this office
Jason J
CFP®, Series 63, Series 65
Providence, UT
Portside Wealth Group, LLC
Jason Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC since 2023. His prior experience includes roles at Dfpg Investments, Inc., Townsquare Capital, LLC, Allegis Investment Services, LLC, and Cache Financial, where he has also been a managing member involved in tax advising and insurance services. In addition to his advisory work, he holds a sales associate role at a merchant processing company. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that serves individuals, including high-net-worth clients, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing tailored mandates with a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting services.
Paul S
PFS™, Series 63, Series 65
Providence, UT
Portside Wealth Group, LLC
Paul Saunders is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Portside in 2023, Saunders worked at Townsquare Capital LLC and Allegis Investment Services, LLC. He is also president of Saunders, Nydegger P.C., a CPA firm that provides financial and tax services to individuals and businesses. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of investment approaches, including fundamental, technical, and modern portfolio theory, with additional legal and accounting services provided by affiliated professionals.
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