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.
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.
Ray is responsible for financial planning, investment research, asset allocation modeling, and client portfolio management.
Associate Portfolio Manager
Trey is responsible for day to day portfolio operations, investment research, asset allocation modeling, and client portfolio management.
The latest commentary and insights from our advisors…
Unwaveringly, we’ve stressed that investors should continue to look past the negative headlines of the day and instead focus on the underlying fundamentals of the economy. These headlines warn of bond bubbles, rising interest rates, chaos in the White House, dithering on the Hill, overpriced stocks, the threat of nuclear war, building a Wall and […]
We thought we’d take a moment this month and share with you a research project we’ve undertaken that we believe will benefit the unique population we serve in the D.C. Metro area. To that end, we’ve partnered with Dr. Mark Troutman, who knows this population well. He served in the U.S. Army for over 28 […]
As a board member of the Financial Planning Association of the National Capitol Area (FPANCA), I recently represented our chapter during the 4th Annual FPA Advocacy Day. Nearly 80 FPA members from 38 states conducted over 100 meetings with lawmakers as we sought to promote full implementation of the Department of Labor Fiduciary Rule, referred […]
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 […]