1st Portfolio Wealth Advisors is an independent 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.
— Principal and Chief Investment Officer
A student of the markets, Kirk works closely with successful government contractors, business owners and wealthy families to address their complex financial planning needs.
— Wealth Advisor
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…
A man is rich in proportion to the number of things which he can afford to let alone. —Henry David Thoreau I recently ran across this quote, and it caught my eye for this reason: It is an eloquent way of capturing the essence of what building a retirement nest egg is about—saving every little bit […]
This is the time of year when families celebrate the graduation of high school and college students. While we acknowledge their accomplishments thus far, it is important to provide our grads with tools to help them achieve their goals. To that end, we have compiled a recommended reading list for those wanting to learn more […]
Hold the Press! The performance numbers in this morning’s post were incorrect due to a technical error. See amended numbers below. U.S. stocks produced modest gains during the first quarter while last year’s laggards (Europe, emerging markets, and small-cap stocks) have emerged as this year’s shining stars. In […]
Over the past few weeks, the Department of Labor and even the U.S. Supreme Court have set their focus on retirement plan sponsors and financial advisors. In question is the level of fiduciary responsibility shared by both entities when handling or advising on retirement funds. Over the next few months, we will be hearing about […]