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…
Since the presidential election last fall, the U.S. stock market has enjoyed a rally. The Dow Jones Industrial Average topped 20,000 for the first time ever and the S&P 500, NASDAQ Composite, and Russell 2000 also reached all-time highs in the first quarter. In what may only be described as a well-overdue rally, non-U.S. stocks […]
It’s January, which means it’s time for our annual Fearless Forecast. A year ago, we were asked where the stock market was headed over the coming year, how many times the Fed might raise interest rates, whether higher rates would be good or bad for the market, whether oil prices would collapse and what the […]
It’s January, which means it’s time to get going on your New Year’s resolutions. If you’re like most people, you establish both personal and professional goals, taking time to write them down for future reference, and then forget about them in February. In talking with my clients about their resolutions and goals for the year, […]
Each January, we look back on the performance of nine distinct asset classes, not only for clues about which investments are unloved and undervalued, but as a reminder of how unpredictable markets can be from year to year.