Portside Wealth is an independent SEC Registered Investment Advisor that provides financial advisors with efficient support and high-quality wealth management partnerships.

Portside Wealth

Portside Wealth Group | 97 followers on LinkedIn. Bringing Efficiency to Wealth Management - Portside Wealth is an SEC registered investment advisor. | With an open architecture technology approach, experienced compliance support, and key institutional partnerships, Portside Wealth is here to make your life simpler, as you strive to meet financial goals.
Portside Wealth provides financial advisors and their clients with high quality investment management and OCIO services tailored to the clients’ circumstances, and efficient operations and technology for a smooth experience. 

Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor.

Richard G. (Ric) Rogers

President at Redder's Showkase | BYU-Idaho Instructor | BYU MBA

Kyler Redder

Helping Business Owners and Individuals Create and Preserve Financial Confidence

Jake Rust - CFP® ChFC® CLU®

President at Hurst Financial Consulting LLC

Jeff Hurst, CPA

Portside Wealth Group

Interesting look at how generations are investing differently. Key takeaway - Millennials are not as different as everyone expected, Gen Z invests far more differently than most advisors realize. "The investing revolution of my lifetime"

Michael Kitces

After a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff. Which presents an opportunity for the firm owner to step back and assess whether they want to change any of the practices that they've established in their first years in business to make the next several years both professionally and personally rewarding. In this guest post, Jake Northrup, CFP®, CFA, CSLP® , founder of Experience Your Wealth , shares 7 lessons he learned in years 3–5 of building his RIA and the changes he subsequently made to his service model, client base, and daily schedule, offering guidance to firm owners who may need to navigate some of the same challenges that come with scaling their advisory business. https://bit.ly/46YVl8y #advicers

The only marketing tactic to score above a 5 on our 1–10 satisfaction index is referral generation, which achieved a 6.7. Advisors are either lukewarm (e.g., paid solicitors, lead generation platforms, SEO) or sour (e.g., cold prospecting, sponsorships/paid advertising) towards all other tactics. The reason for these lower scores is clear: most tactics are less efficient (measured by the ratio of new client revenue to marketing costs) than referral generation. Interestingly, paid solicitors stand out an exception. While this tactic averages a 5 out of 10 in satisfaction, it actually generates the highest revenue per dollar spent. Discover more about the most effective marketing strategies in our 2024 Advisor Marketing Study – now available on our website! https://bit.ly/4bLGz61

Are you familiar with the Orion OCIO Free Portfolio Audit? Our OCIO team has run thousands of audits, a comprehensive analysis of an existing portfolio that identifies existing problems and potential opportunities, like: ☑️ Asset allocation and diversification ☑️ Portfolio structure and efficiency ☑️ Portfolio risk ☑️ Expenses ☑️ Fixed income quality, maturity, and risk Investors want efficient portfolios that maximize returns, with the least possible risk. But many investors aren't familiar with what's going on in their portfolio. Do you really know the answers to their biggest questions? Get the answers when you request a free portfolio audit today. https://lnkd.in/gA-tiEKy

Orion

Discover the truth behind the most common misconceptions about DAFs and see how these powerful tools can truly make a difference. #philanthropy #donoradvisedfunds #charitableplanning

UI Charitable Advisors

In its new Final Regulations issued on July 18, 2024, the IRS has confirmed the requirement for Non-Designated Beneficiaries to take RMDs annually. Beyond the confirmation of the general post-death RMD rules, the 260-page Final Regulations document offers a slew of other regulatory guidance for specific circumstances where the new rules for Eligible and Non-Eligible Designated Beneficiaries apply. Kitces Nerds Jeffrey Levine and Ben Henry-Moreland untangle the rules, which includes: -New rules for handling undistributed RMDs in the year of an account owner's death; -A new "Hypothetical RMD" rule for surviving spouses who initially elect to use the 10-Year Rule but later choose to roll over or treat the inherited account as their own; -Specification that when a plan participant has 100% of their plan balance in a Designated Roth account, any Non-Eligible Designated Beneficiaries are not required to take annual RMDs during the period of the 10-Year Rule; -Clarification of the requirements for successor beneficiaries who, depending on the circumstances, may need to either begin a new 10-year period after which the account must be fully distributed or finish out the original beneficiary's 10-year period; -New definitions of which beneficiaries of a See-Through Trust are also considered beneficiaries of the retirement account and which may be disregarded for retirement account purposes; -A new rule providing that when a See-Through Trust is divided into separate trusts for each beneficiary upon the death of the retirement account owner, the RMD rules will be applied individually for each trust beneficiary rather than uniformly across all beneficiaries based on the beneficiary with the shortest required distribution timeline; and -Clarification that when a retirement account (including IRAs) owns both annuity and non-annuity assets, those assets can be aggregated together for the purposes of calculating the participant's RMD and that payments from the annuity can count against the total RMD for both annuity and non-annuity assets. More details in the link: https://bit.ly/4ccQIch

After doing all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into "maintenance mode". And while all may appear well on the surface, the client may actually be feeling quite disengaged, and this can result in fewer referrals and even the loss of the client. The Queen of Questions Meghaan Lurtz shares: -How it's possible to have high engagement and low engagement -How to identify levels of client engagement -3 opportunities for engagement in a meeting https://bit.ly/3TUwGvG #advicers

So pleased that Portside Wealth Group has been recognized by InvestmentNews as one of the fastest growing RIA firms in the West! Not only that, but we were very honored to be featured in the main award announcement article! In a little more than a year, we've accomplished things that take many firms 5+ years, if they ever do. Yes, I'm proud of that, but ultimately it's thanks to great partners and great investment advisors who help make this a true partnership, meaning we're yoked together in a common goal of serving clients' best financial interests. https://lnkd.in/gSteTP6G

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