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.
— 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…
1st Portfolio Wealth Advisors is pleased to announce that we were recently recognized by Financial Advisor magazine as one of the Top 50 Fastest-Growing RIA Firms. We are honored to be recognized as one the fastest-growing firms covered by the survey. The survey, which included 562 registered investment advisory (RIA) firms was conducted nationwide. As […]
In today’s zero-rate environment, it has become increasingly difficult for retirees to generate sufficient income without taking excessive risk. Many investors have worked hard and invested diligently for retirement, accumulating meaningful wealth along the way. However, when they transition from accumulating wealth to distributing wealth in retirement, investors face an entirely different challenge. With rates […]
Imagine this scenario: You are a business owner, and you want to help your employees save for retirement and share some of the profits of the firm. So you set up a 401(k) plan. You consult with your human resources department, your CFO, and your tax accountant for advice. Then you request bids for the […]
In 1976, the American rock band Blue Oyster Cult released a song called “(Don’t Fear) the Reaper.” Rolling Stone dubbed it the song of the year; it was BOC’s biggest hit as a band. The song refers to the Grim Reaper, the physical depiction of death—usually a skeleton hoisting a scythe. According to Wikipedia, the […]