There are many financial services firms that claim to provide "Wealth Management" but fall woefully short because they only pay lip service to the financial planning process. Many of these firms call themselves a "financial advisor" however they often only focus on product sales and investment management while not (fully) addressing all the areas you need to develop a comprehensive financial plan. This can lead to unintended consequences because you may not know you're not receiving the guidance that you need in other areas besides investments. This is why you need an Educated Financial Advisor with real education and credentials that will provide comprehensive financial advice in order to help you make fully informed smart financial decisions.
PortSalus Wealth Management is an Independent, Fee-Only Registered Investment Advisor offering Comprehensive Personal Financial Planning and Investment Management services to individuals and families nationwide who value independent, professional, and educated financial advice.
Jeremy E. Portnoff, MSFS, CFP®, CIMA®, CMT® founded PortSalus to provide personalized Wealth Management services with flexibility and objectivity based on the principles of fiduciary responsibility. As an Independent Financial Advisor, Jeremy has the flexibility to recommend what is best for you with no outside pressure. You will benefit from capability of large firm resources without sacrificing the personalized service of working with an individual advisor who understands your individual needs.
Working with PortSalus you will be able to:
Create, manage, and retain more wealth so you can achieve your financial hopes and dreams;
Thoroughly understand your unique values, goals, and financial situation;
Create more time in your life to do the activities that are most important to you;
Have peace of mind knowing you are on track financially, and;
Improve your quality of life by making confident financial decisions.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 27201 Puerta Real, Mission Viejo,california 92691,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Estate Planning, Fee-Only, Fiduciary.
- HQ
- Mission Viejo, California
Portsalus Wealth Management Questions
Portsalus Wealth Management's LinkedIn profile is https://www.linkedin.com/company/portsalus
Portsalus Wealth Management has
2 employees.
View email and phone details for 2
employees at Portsalus Wealth Management.
Portsalus Wealth Management's industry is
Financial Services
Portsalus Wealth Management's top competitors are
Financial Management Network,
Ntls Wealth Management,
Tempus Wealth Planning, Llc,
Halbert Hargrove,
Areté Wealth Strategists,
Fpa Of Orange County, Ca.
Portsalus Wealth Management's categories are Financial Services
Portsalus Wealth Management's founding year is 2023
