Portland Private Wealth Management, Inc.

Portland Private Wealth Management serves individuals (including high-net-worth clients), family offices, trusts, corporations, non-profit organizations, and retirement plans by providing ongoing wealth management, portfolio management, and integrated financial planning. The firm reports roughly $235 million in regulatory assets under management across about 439 client relationships and offers both discretionary and non-discretionary services with asset-based advisory arrangements commonly used.

The firm constructs portfolios from a client-specific Investment Policy Statement and proprietary model portfolios based on the Morningstar Target Risk Asset Allocation framework, emphasizing diversification, tax efficiency, fee minimization, and tactical over- or underweighting of asset classes; accounts are typically reviewed quarterly. Financial planning is integrated into wealth management at no additional charge, and the firm may scale clients into recommended portfolios over time or implement customized solutions where appropriate.

PPWM is notable among peers for maintaining a performance-based fee arrangement for at least one qualified client, a practice the brochure describes as rare for the firm and its peers, while otherwise generally using asset-based fees. The firm also offers Private Advisory Accounts for clients with special circumstances—permitting individualized securities, concentrated or legacy positions, and strategies such as options or hedging—and provides retirement plan consulting to multiple corporate plans, reflecting a broader mix of bespoke services than is typical for a three-advisor shop.