Headquarters:
Provo, UT
Year founded:
2023
Number of employees:
5
Phone:
385 412 1222
Email:
support@portsidewealth.com
Website:
portsidewealth.com
LinkedIn:
linkedin.com/company/portside-wealth
“We encourage folks to get education and never stop. Just because you graduated college and got your CFP®, it doesn’t mean you have to be done. Everyone at the firm has a personalized professional development plan that’s formally checked in on quarterly”
Lauren Adams
Center for Financial Planning
Matt Lowery, CFP®
A Portside Wealth Advisor at Suncrest Advisors
Jeff Hurst, CPA
Portside Wealth Advisor at Hurst Financial Consulting
Adam McKell, CPA
Portside Wealth Advisor at McKell Partners
Featured Advisors
Matt Lowery’s two decades of experience span time at large investment firms, private banks, and insurance companies. With his well-rounded skillset, alongside his partners Kent Binning and Sean Heney, Lowery and the Suncrest Advisors team are dedicated to using their knowledge to better serve all clients. Lowery specializes in creating comprehensive financial plans that efficiently meet clients’ goals. He regularly consults on income tax and capital gains minimization, asset protection, company retirement plans, retirement income planning, tax-efficient business exit strategies, and estate planning.
Lowery earned a BS in Financial Planning from Virginia Polytechnic Institute and State University. He and the Suncrest team are valued, growing advisors at Portside Wealth.
A Portside Wealth Advisor at Suncrest Advisors
Matt Lowery, CFP®
Jeff Hurst grew up in Boise, where he attended Capital High School. After receiving his BS in Accounting and a Master of Accountancy in Tax from Brigham Young University, he and his wife Cami moved back to the Treasure Valley. Hurst worked for several years for one of the Big Four accounting firms before striking out on his own.
In 2009, he merged his small firm with another, and ran that firm as the majority managing partner. In 2014, he transitioned into Hurst and Company.
Hurst enjoys bird hunting and fishing, backpacking, gardening, reading and spending time with Cami and their four kids. Jeff is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Hurst Financial Consulting
Jeff Hurst, CPA
Adam McKell, along with his father and partner, Mark McKell, advise high-net-worth individuals/families and corporations in the development and management of their financial plans. His career started in New York City with Ernst & Young, where he provided audit and advisory services to institutions and investment companies. He later led financial statement audit teams working closely with CFOs and controllers of many publicly traded and private entities.
McKell is a fourth-generation professional in finance. He maintains his CPA designation, holds a Series 65 securities license, and graduated from Brigham Young University with a BS in accounting and second concentration in Chinese. He is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at McKell Partners
Adam McKell, CPA
“We encourage folks to get education and never stop. Just because you graduated college and got your CFP, it doesn’t mean you have to be done. Everyone at the firm has a personalized professional development plan that’s formally checked in on quarterly”
Lauren Adams
Center for Financial Planning
“We spend a lot of time, energy, and money on our firm culture. We put as much emphasis on our team member experience as we do on our client experience. All team members have a say in our firm vision and goals”
Lauren Adams
Center for Financial Planning
Featured Advisors
“We spend a lot of time, energy, and money on our firm culture. We put as much emphasis on our team member experience as we do on our client experience. All team members have a say in our firm vision and goals”
Lauren Adams
Center for Financial Planning
“We encourage folks to get education and never stop. Just because you graduated college and got your CFP®, it doesn’t mean you have to be done. Everyone at the firm has a personalized professional development plan that’s formally checked in on quarterly”
Lauren Adams
Center for Financial Planning
Featured Advisors
Kim Doleman
Portside Wealth Advisor at Doleman Wealth Management
Kim Doleman has over 20 years of experience in the financial and health care industries. Her experience as an Army veteran and a practicing Registered Nurse has given her an added desire to help others. In addition to addressing a client’s complete picture for their financial journey, she has created a special niche helping veterans, physicians, and nurses, as a way to serve and give back.
Doleman’s clients include those enjoying retirement, high-net-worth individuals, younger clients starting their path to a successful financial future, business professionals, and entities. Her services include financial and retirement planning, investment management, insurance, and educational seminars. She is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Doleman Wealth Management
Kim Doleman
Rodney Walker, CFP®
Portside Wealth Advisor at Brevity Wealth Solutions
Rodney Walker is the CEO and founder of Brevity Wealth Solutions. He has over 25 years of experience helping people find solutions to their life-changing events and complex financial circumstances. He acquired a strong work ethic and sense of responsibility working on a farm as a young boy. That work ethic has been the foundation of his life, allowing him to gain the education and skills necessary to effectively counsel his client. He received a bachelor's degree in business from the University of Phoenix and holds a Certified Financial Planner designation. Walker is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Brevity Wealth Solutions
Rodney Walker, CFP®
Portside Wealth Group provides advisors the independence they value, with the resources of a larger firm. The group understands its role as a RIA and provides advisors with efficient services and resources, allowing them to focus on their clients and their brands.
By optimizing roles and assembling the highest-quality resources for advisors, Portside Wealth enables them to achieve much greater growth than average.
Portside Wealth leans into an open-architecture approach to branding, technology, B/D relationships, and other outside business. Advisors at Portside Wealth enjoy a collaborative approach to their growth, not just with the home office but also with other advisors in the Portside network.
Portside Wealth believes the best financial advisors’ highest priority is their client. As a true partner, Portside Wealth performs the functions that take advisors away from that focus. For the group, business should be centered on advisors, not the other way around. Additionally, Portside Wealth’s services and partnerships provide high-caliber avenues for growth.
Advisors at Portside Wealth have access to a deep bench of expertise, tools, and support, including outsourced CIO services, model management, audit and proposal teams, trade desk, billing, charitable giving expertise, cybersecurity support, and more – all designed to help advisors shine in the client experience.
“We spend a lot of time, energy, and money on our firm culture. We put as much emphasis on our team member experience as we do on our client experience. All team members have a say in our firm vision and goals”
Lauren Adams
Center for Financial Planning
Jason R. Jones, MBA, CPA, CFP®
Portside Wealth Advisor at Cache Financial
Jake Rust, CFP® ChFC® CLU®
Portside Wealth Advisor at
Hudson Oaks Wealth Management
Mindy Perez, RICP®
Portside Wealth Advisor at Smart Financial
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Jason R. Jones is a wealth advisory specialist with over 20 years of experience. He is from Cache Valley, Utah. He received a Bachelor of Arts Degree in Accounting with a minor in German from Utah State University and holds an MBA from the same university.
Jones is a CPA. Prior to founding Cache Financial, he worked for Deloitte, an international accounting firm. Jason has been a long-time member of the Estate Planning Council of Northern Utah (EPCONU). He is also a past president of the Cache Chapter of the National Association of Insurance & Financial Advisors (NAIFA). He is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Cache Financial
Jason R. Jones, MBA, CPA, CFP®
Jake Rust specializes in working with business owners and individuals who are approaching retirement. He can help identify several areas to become more tax efficient as well as help manage potential risks to their overall strategy. He received his CFP™ designation from the American College, and his ChFC® and CLU® designations, which help provide additional expertise to his clientele.
Rust has served on several boards, including being president of the Utah Valley Estate Planning Council (2018). Jake is also an alumni of the Goldman Sachs 10,000 small business program and a founding member of the Family-Owned Business Alliance. He is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Hudson Oaks Wealth Management
Jake Rust, CFP® ChFC® CLU®
Mindy Perez is excited about helping guide her clients to unexpected results. Driven by improving those around her, Perez ensures that each plan feels the best fit. Her priority is for clients and guests to feel confident and informed, while strategically working in reliable solutions that aim to enhance wealth and security. She guides clients through a one-on-one approach for the most fiducial and personalized results.
Perez received her BS from Brigham Young University, and also maintains her Series 65 license, Life & Health Insurance licence, and an RICP® designation. She is a valued, growing advisor at Portside Wealth.
Portside Wealth Advisor at Smart Financial
Mindy Perez, RICP®
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Small business
Brokers’ Pick – Professional liability
Broker's Pick – Personal Accident and Illness Insurance
Turnaround time – claims
BDM support
Broker communication, training and development
Overall service level
BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
1. presenting a compelling sphere of investments through the Destiny Alternative Fund and unique access to direct and co-investment opportunities for UHNW families seeking opportunities for greater returns
2. creating a niche focus on high-end collectors: Tom Ruggie’s unique insights and perspectives, based on his own lifelong passion for collecting, have resulted in his expertise and thought leadership on this subject, as well as on alternative investments as a whole
3. private trust capabilities: becoming a trust representative office for the nation’s largest trust company
“We encourage folks to get education and never stop. Just because you graduated college and got your CFP®, it doesn’t mean you have to be done,” says Adams. “Everyone at the firm has a personalized professional development plan that’s formally checked in on quarterly.”
Center for Financial Planning, Inc. also stands out for its history of equal leadership. This is illustrated by women being:
54 percent of the firm’s historical owners
42 percent of the firm’s financial planners
three of the eight current partners
To create meaningful programs and incentives for employees, the firm places high importance on feedback, gathering team members’ ideas through regular surveys and company-wide visioning.
“Our entire firm participated in a 10-year+ visioning process – creating a vision together of what our firm would look like in 2030.”
Team members’ ideas and feedback have resulted in the creation of several employee-led groups, including health and wellness and charitable committees.
“We spend a lot of time, energy, and money on our firm culture,” says Adams. “We put as much emphasis on our team member experience as we do on our client experience. All team members have a say in our firm vision and goals.”
Investment Advisory Services through Portside Wealth Group LLC, an SEC-Registered Investment Advisor. Portside Wealth Group LLC and their representatives do not provide tax or legal advice. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Portside Wealth and InvestmentNews are not affiliated. This is not a paid award.
As Ruggie reflects on all he and his team have accomplished thus far with and for the clients they serve, he remains focused on the ever-evolving needs of clients and how he can best serve them. There are plans to expand the firm’s family office offerings, pursue select M&A opportunities, and launch GenNext, an initiative targeting the younger client demographic.
Ruggie says, “Simply put, we have a growth mindset. We set big goals and have big expectations for ourselves in many areas, starting with the delivery of an exceptional client experience, the desire to continually innovate, and a commitment to invest in ourselves, in best-in-class strategic partnerships, and in the capabilities and services we provide.”
Clients experience deep strategic thinking tailored to their situations, needs, and goals, such as:
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
Forbes Top Next-Gen Wealth Advisors Best-In-State 2022, Developed by Shook Research, is based on the period from 3/31/21 to 3/31/22 and was released on 8/3/22. 35,465 nominations were received and 1,000 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: [https://go.rjf.com/42xzx0E] ( Forbes: https://www.forbes.com/best-in-state-next-gen-advisors/#37b154e025ae )
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
Forbes Top Next-Gen Wealth Advisors Best-In-State 2022, Developed by Shook Research, is based on the period from 3/31/21 to 3/31/22 and was released on 8/3/22. 35,465 nominations were received and 1,000 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: [https://go.rjf.com/42xzx0E] ( Forbes: https://www.forbes.com/best-in-state-next-gen-advisors/#37b154e025ae )
Investment Advisory Services through Portside Wealth Group LLC, an SEC-Registered Investment Advisor. Portside Wealth Group LLC and their representatives do not provide tax or legal advice. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Portside Wealth and InvestmentNews are not affiliated. This is not a paid award.