"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."
Portia Culley

Portia Culley

"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."
About 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

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(561) 694-5633