
Portia Culley
Welcome
Plan. Enhance. Protect.
Our focus is to help clients navigate the complexities of major life events—sudden liquidity, inheritance, career changes, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in your financial journey, and offer guidance and direction that foster informed decision making during both good and difficult times.
By taking a holistic view of your financial situation, we present comprehensive wealth planning and portfolio management strategies that add value across the entirety of your balance sheet. This thoughtful and transparent approach enables us to build a foundation to help secure your future and care for the generations to come.
My team and I understand the enormity of that responsibility, and work diligently to establish a relationship that extends far beyond portfolio allocations and investment ideas. We see ourselves as problem solvers, and derive great satisfaction from connecting you to the resources that can help enrich your life.
A gateway to global financial capabilities We understand that clients have diverse needs, and therefore, my team and I offer a broad range of products and services to help you achieve your goals:
- Financial Planning
- Investment Strategies
- Personalized Banking
- Retirement Vehicles
- Educational Funding
- Credit, Lending and Mortgages
- Trust and Estate Planning
- Generational Wealth Transfer
Anticipating change is part of our ongoing planning and support process. Through continuous check-ins and portfolio rebalancing, we can proactively prepare for this together.
Investment Approach
Capabilities backed by an industry leader
My team and I are pleased to provide direct access to the full resources of J.P. Morgan on your behalf—the extensive research and world-class suite of products and services available through the global financial capabilities of the firm.
Distinguished industry experience
As a CERTIFIED FINANCIAL PLANNER® professional, I am empowered to develop wealth management strategies that target short- and long-term goals. I work alongside a Portfolio Manager in J.P. Morgan Wealth Management' Portfolio Manager Program, which comprises a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy.
Client-focused customization
My team believes that how we work with you is just as important as the work we do for you. Recognizing that no two clients are alike, we study your specific situation and build a detailed analysis that forms the foundation for our recommendations. This process is designed to lend you the confidence that your financial future is secure.
Active listening—By asking questions and listening to your story, we explore personalized goals, aspirations and the values that matter most to you.
Investment planning—Using a thoughtful and transparent approach, we design wealth management plans that help you pursue your unique objectives.
Consultative guidance—Our process is collaborative and is enhanced over the course of several meetings. We believe in making decisions together through a consultative partnership.
Integrated strategies—We seamlessly connect with your other professional advisors to integrate legal, estate and tax planning requirements.
Ongoing review and support—Just as economic and market conditions evolve, your goals and needs may transform as well, and merit continuous review and evaluation.
Meet Our Team
Specialist Resources
Insights

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now