Wealth Planning



Portfolio Solutions® is here to serve you by offering a full range of wealth planning and investment management services designed with your unique needs in mind. At Portfolio Solutions®, we help give you peace of mind by doing the daily work necessary to help ensure that your financial future is secure.

We’ll meet regularly to discuss your life changes, needs, goals, and portfolio. As your circumstances change, your plan will be updated accordingly—keeping the focus on what matters most to you. We’re always at your service via in-person meetings, video conference, phone, and email. Our secure online PS Portal is available for an up-to-date look at your finances and your electronic document vault.

We develop in-depth, long-term relationships with our clients. This helps us to best design and implement a holistic wealth strategy customized to your needs. Our credentialed team of financial advisor professionals work together as fiduciaries on your behalf, always putting your best interests first, as we utilize state-of-the-art technologies to execute your customized financial plan.

We specialize in providing wealth planning for you and your family, for life.


Portfolio Solutions® Wealth Planning

The wealth planning process is customized to your individual circumstances, and may include these planning areas:

  • Portfolio Construction & Management
  • Retirement Planning
  • Estate Planning*
  • Tax Planning*
  • Insurance & Risk Management
  • Charitable Giving
  • Banking & Credit Management
  • Education Funding
  • Business Ownership Planning
  • Executive Compensation
  • Family Guidance
  • Cybersecurity Guidance


We’re here to serve you. The team at Portfolio Solutions® is ready to listen and learn about you and your unique circumstances. Schedule a phone meeting by completing this form. You’ll receive an email linking you to the calendar of one of our Financial Advisors. Just select a date and time that is convenient for you. Alternatively, give us a call at 800.448.3550 or email us at info@portfoliosolutions.com.



* Portfolio Solutions® does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.