Porter Wealth Management, LLC

Porter Wealth Management serves individual clients and a range of other entities including trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm provides ongoing investment management and financial planning services, offering both comprehensive, ongoing planning via a retainer arrangement and limited‑scope hourly planning engagements.

The firm primarily constructs passively managed portfolios using index mutual funds and ETFs while applying fundamental analysis when assessing individual securities, and it implements client‑specific investment policy statements to guide discretionary account supervision. It aggregates orders for block trading and recommends custodians through institutional platforms, citing relationships with Schwab and Altruist that support custody, trade execution, and operational integration.

Compared with many independent practices of similar size, the firm’s client mix — explicitly including pension/profit‑sharing plans and charitable organizations — is atypical, and the firm discloses the use of third‑party solicitors for client referrals with solicitor disclosure procedures in place. The adviser also participates in custodial institutional programs that provide practice‑level benefits to the firm and notes it does not provide separate written investment reports to investment management clients, features that distinguish its operating model from many peers.