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…
According to Wikipedia, a Greek Tragedy is “a form of theater” where tragic plots are “often based on upon myths.” The recent standoff between Greece and the European Troika (a decision group formed by the European Commission (EC), the European Central Bank (ECB), and the International Monetary Fund (IMF) to oversee Greece’s financial aid [bailout] […]
1st Portfolio recently partnered with Matthews, Carter & Boyce (MCB); Constangy, Brooks, Smith & Prophete, LLP; and the Sodowsky Law Firm, PC as part of MCB’s Early Morning Edge breakfast series. The event, held on June 4, featured Dr. Terry Clower, the Northern Virginia Chair and Professor of Public Policy at the School of Policy, […]
Anxious over a number of issues—including rising interest rates, underwhelming economic growth in the U.S., looming default fears for Puerto Rico and Greece, a sharp correction in Chinese stock prices, and July’s landmark nuclear deal with Iran that paves the way for more global oil production—investors have hit the pause button thus far in 2015. […]
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 […]