Portfolio Wealth Advisors' approach to wealth management is redefining the industry. First, we customize a program to achieve your unique investment goals. Next, constant market monitoring and adjustments maximize the potential to meet your goals. Finally, and best of all, our unique compensation model allows you to keep more of your earnings.
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Simply put, the investor should realize the most wealth increase possible, while avoiding complexity. He began his career on Wall Street, spending several years with Charles Schwab. Lee soon discovered a great need for a better model. His efforts to reform the model resulted in the formation of Portfolio in 2008.
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Our secure client portal is the easiest way to get performance, positions, tax reports, and more. Our clients love the intuitive navigation and ability to understand their portfolio 24/7 online using their computer, iPad, iPhone, or other mobile device. Experience the difference of high touch personal service and easy to use on-demand technology.
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