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…
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 […]
In January, The Grateful Dead announced their 50th year reunion tour, “Fare Thee Well,” marking the last the time the four living founding members of the band will play together. Despite rumors to the contrary, Jerry Garcia will be not there! The tickets, which went on sale at the end of February, sold out immediately. […]
Those of you who subscribe to the Wall Street Journal will know that after 15 years of publication, last Sunday was the final edition of the Wall Street Journal Sunday. It will be sorely missed. The Sunday edition often provided readers with timely and helpful advice on managing their money. In keeping with this tradition, […]
I recently ran across an interesting presentation from Christine Benz, Morningstar’s Director of Personal Finance. Titled How to Make the Most of Your 401(k), the presentation suggests a great method for evaluating your 401(k) plan using four basic questions. The answers to these questions can help you effectively evaluate and fully leverage your plan. Before […]