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All about you

Our mission is to help ease the complexities of wealth with plans individualized for each client.

Every client is unique, and we begin by learning what’s important to them. We help build and implement custom wealth planning strategies that integrate these personal elements.

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At Portfolio Solutions®, we take a team approach in serving our clients. Everyone on our team takes responsibility for the quality of work, success, and happiness of our client relationships.

  • Our team meets regularly with each client to foster strong relationships, communication and understanding
  • Client needs are addressed by a lead Financial Advisor, who collaborates with our multi-disciplinary and experienced in-house team of professionals
  • Teams learn and share knowledge on the individual characteristics of each client
  • A Custom Client Strategy is designed, implemented and maintained


At Portfolio Solutions® we build Custom Client Strategies by listening to our client’s and understanding their goals. With each client we discuss:

  • Investment portfolio goals
  • Retirement planning
  • Tax planning
  • Estate & legacy planning
  • Risk management
  • College savings
  • Philanthropic guidance

For some clients we also will advise on:

  • Business Succession Planning
  • Attorney and accountant coordination of services

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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.