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…
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.
In what can only be described as a national polling disaster, Donald Trump pulled off a shocking upset Tuesday night to defeat Hillary Clinton. Trump will become the first president in decades to hold the Oval Office without any prior government experience.
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 […]