1st Portfolio Wealth Advisors is a financial advisory firm specializing in helping select affluent business owners, executives and families preserve and grow their wealth.
Personal. Clear. A team dedicated to setting your mind at ease.
President and CEO
Michael founded 1st Portfolio Wealth Advisors in 2005 to focus on the unique investment needs of affluent business owners, executives and families.
Executive Vice President and CIO
A student of the markets, Kirk works closely with successful government contractors, business owners and wealthy families to address their complex financial planning needs.
Michael specializes in income generating strategies using a diversified, global, multi-asset strategy for growth oriented clients.
The latest commentary and insights from our advisors…
The S&P 500 gained a modest 1.37% including dividends last year, while the Barclays Aggregate Bond Index rose only 0.55%. Worse, a broadly diversified portfolio composed of nine complementary asset classes lost 2.0% (see the Asset Allocation portfolio below). 2015 was a challenging year, but that’s not the real story. The diversified portfolio shown below […]
In our 2016 Fearless Forecast, we outlined the risks and rewards we see for investors this year. We also made the case for why long-term investors should favor blue-chip, dividend-paying companies over low-yielding bonds. But there is another side of the story to tell: that of a maturing business cycle. While we hope the expansion […]
David Robert Jones, a.k.a. David Bowie, was an iconic rock star both in the U.S. and in England, where he was born. The 1996 Rock and Roll Hall of Fame inductee, perhaps best known for creating unique if not somewhat odd personas onstage, succumbed to liver cancer in early January, at age 69. Bowie formed […]
The only thing colder than the temperature outside is the chill stock investors have received thus far in January. The new year is off to a rough start: Over the first five trading days of 2016, major US stock indices declined 5–6% while emerging markets are down over 8%. While this early-year chill is attention […]