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…
In just a matter of weeks, Americans will go to the polls to cast their vote for the 45th president of the United States. This election has been one of the most unusual presidential elections in decades. Hillary Clinton, who may make history as the first female president, and Donald Trump, have both polarized voters […]
Contrarian investors have had a great year so far in 2016. The biggest contrarian surprise this year by far has been the significant rally in government bond prices and the corresponding fall in interest rates. Conservative government bonds were reportedly doomed to go lower in price as the Federal Reserve was set to raise the […]
According to the U.S. Bureau of Labor Statistics, 15 million people were self-employed in 2015, or 10.1% of all U.S. workers. Of that 15 million, 28% were not saving for retirement. For all the pros and cons of being self-employed, one of the major drawbacks is the lack of a corporate-sponsored retirement plan, such as […]
Pop musician Prince recently passed away at age 57. His death was a front-page news story in the music world, but what’s most interesting to me as a financial planner is that Prince died without a will (or any estate plan, for that matter). His net worth, estimated to be more than $300 million, will […]