Investment Advisor

Portside Wealth Group supports independent financial advisors by offering an open architecture technology approach, experienced compliance support, and strategic institutional partnerships to deliver streamlined financial solutions. The firm specializes in providing independent advisors and their clients with tailored investment management and outsourced Chief Investment Officer (OCIO) services. By prioritizing efficiency and personalization, Portside Wealth ensures seamless operations and a smooth client experience.

Portside Wealth is a SEC-registered advisor, and upholds the highest standards of ethics, confidentiality, and client trust.

Advisors at Portside Wealth operate under their own brand, craft their own unique client experience, define their own tech stack, and manage their own employees. Portside Wealth is here to support your business through a 1099 affiliation model, not make you conform to ours. If you're an advisor with a growth mindset, ready to take your practice to the next level, but value outsourced teams to support you instead of hiring more staff, there's great potential for a fit!

• Own/want to own your own business and brand, or might consider joining an existing office
• Have a client-centric, ethical approach to providing excellent financial advice
• 65, 66, or CFP (other outside business activity or affiliations also allowed)
• Appreciate a collaborative RIA firm to help you grown organically and scale your effectiveness
• Want to ensure you spend the majority of your time with clients, prospect, and your family--instead of managing back-office functions