Portman Health Management

Our Vision

Portman Wealth Management empowers individuals and business owners to achieve financial clarity and security through personalized guidance and comprehensive planning. We believe financial well-being is about more than just numbers - it's about achieving your dreams, securing your future, and living a fulfilling life.

Our Team

Led by Certified Financial Planner (CFP) Patrick Portman, our team of experienced professionals possess a deep understanding of financial planning principles and a genuine passion for helping clients achieve their financial goals. We are committed to personalized service, offering attentive guidance and tailored solutions for each client.

1. Retirement Planning

• Developing personalized retirement roadmaps for individuals nearing retirement.
• Optimizing retirement accounts and investments.
• Guiding participants through the complexities of Medicare and social security.

2. Investment Planning

• Building diversified portfolios aligned with individual risk tolerance and goals.
• Implementing strategies to maximize returns and mitigate potential losses.
• Regularly reviewing and adjusting portfolios to ensure performance and alignment with changing needs.

3. Business Planning

• Succession planning and business continuity strategies for small business owners.
• Consulting on employee benefits and retirement plans.
• Financial planning tailored to protect and grow your business assets.

4. Comprehensive Financial Planning

• Developing a holistic financial plan addressing every aspect of your financial life.
• Coordinating financial plans with estate planning, tax planning, and insurance planning.
• Providing ongoing guidance and support to stay on track and achieve your goals.

Our Approach

We believe in a collaborative approach to financial planning, involving you every step of the way. We take the time to understand your unique needs, goals, and values to create a plan that aligns perfectly with your aspirations.

Our Values

Our core values guide everything we do:

• Integrity: We act with honesty and transparency in all our interactions.
• Client-Centricity: Your needs and goals are our top priority.
• Professionalism: We maintain the highest ethical standards and uphold industry regulations.
• Personalized Attention: We provide tailored solutions and ongoing support.
• Growth Mindset: We continuously learn and evolve to better serve you.