Portside Wealth Group
Overview
Portside Wealth Group is an independent, SEC-registered investment advisor based in Provo, Utah, offering comprehensive wealth management services to financial advisors and their clients. The firm provides high-quality support and tailored investment management services, enabling advisors to focus on building strong, personal relationships with their clients. Portside Wealth Group leverages open architecture technology and experienced compliance support to enhance the efficiency of wealth management. The firm partners with established industry leaders, including TownSquare Capital, an Orion company, to deliver outsourced investment management and custodial services. Portside Wealth Group emphasizes fiduciary responsibility, ensuring that advisors act in the best interests of their clients. The firm operates from the base of the Wasatch Mountains in Provo, Utah, serving financial advisors around the country and enabling them with access to world-class custodians and product partners. Portside Wealth Group's team places significant emphasis on ethics and education, believing that the trust clients place in them obligates them to provide skilled and principled expertise. The firm offers a range of services, including open architecture technology, outsourced investment management, custodians and product partnerships, and experienced compliance support. By partnering with established industry leaders, Portside Wealth Group aims to deliver a seamless and reliable wealth management experience, empowering both financial advisors and their clients to achieve their financial goals.
Investment Focus
- Accredited investors only
- Investment horizon of 5 years or more
- Diversified portfolio across multiple asset classes
- Alignment with Portside Wealth Group's investment philosophy
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Portside Wealth Group
What sectors does Portside Wealth Group invest in?
Portside Wealth Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Provo, United States. Portside Wealth Group is listed as a other in the ConnectSafely investor database.
What stage does Portside Wealth Group invest at?
Portside Wealth Group backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Portside Wealth Group invest in?
Portside Wealth Group invests across United States.
Who are the partners at Portside Wealth Group?
Team members listed for Portside Wealth Group include Will Snider (Co-Founder, COO) and Staci Compagno (Chief Compliance Officer, Co Founder).
What companies has Portside Wealth Group invested in?
Portside Wealth Group's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Visa and Pfizer.
How do I contact Portside Wealth Group?
Portside Wealth Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
