The path to financial independence™

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.

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    2. After

    Michael J. Rebibo, CFP®

    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.

    1. Before
    2. After

    W. Kirk Taylor, CFP®

    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.

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    Michael P. Duprey, CFP®

    Wealth Advisor

    Michael specializes in income generating strategies using a diversified, global, multi-asset strategy for growth oriented clients.

Meet the rest of the team

The latest commentary and insights from our advisors…

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  • staying-diversified-alt

    The importance of staying diversified

    The S&P 500 gained a modest 1.37% including dividends last year, while the Barclays Aggregate Bond Index rose only 0.55%. Worse, a broadly diversified portfolio composed of nine complementary asset classes lost 2.0% (see the Asset Allocation portfolio below). 2015 was a challenging year, but that’s not the real story. The diversified portfolio shown below […]

  • warning-signs

    As late cycle warning signs emerge, do you have a plan?

    In our 2016 Fearless Forecast, we outlined the risks and rewards we see for investors this year. We also made the case for why long-term investors should favor blue-chip, dividend-paying companies over low-yielding bonds. But there is another side of the story to tell: that of a maturing business cycle. While we hope the expansion […]

1st Portfolio Wealth Advisors in the News

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