
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

Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now