# PortSalus Wealth Management PortSalus Wealth Management is a Bank / Wealth / Trust based in Mission Viejo, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Mission Viejo, United States - **Region:** North America - **Address:** 27201 Puerta Real, Suite 300, Mission Viejo, CA 92691, United States - **Founded:** 2023 - **Assets under management:** Undisclosed - **Website:** portsalus.com - **LinkedIn:** https://www.linkedin.com/company/portsalus ## Regulatory record - **CRD number:** 327857 - **Registration status:** Registered - **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327857 ## About PortSalus Wealth Management was founded in 2023 by Jeremy E. Portnoff, a CFP® professional who also holds the CIMA®, CMT®, and multiple other graduate-level designations. The firm launched as a fee-only fiduciary practice serving individuals, high-net-worth households, and pension plans. Portnoff’s earliest career education includes a personal-financial-planning concentration at California State University, Fullerton, followed by an MSFS degree designed by practitioners for advanced planning work. PortSalus positions the 5-to-10-year pre-retirement window as its core engagement. The firm’s stated planning architecture covers retirement projections, tax planning, estate planning, risk management and insurance review, investment management, cash-flow budgeting, and debt management. It does not publish a discrete asset-allocation model or sector mandates; instead, the practice frames investment selection around proper risk profiling and a determination of the client’s overall asset allocation. The advisory applies a financial-planning lens rather than a product-distribution one, avoiding commission-bearing instruments by design. The firm lists professional locations in Mission Viejo, California and Metuchen, New Jersey, operating on an appointment-only basis. Portnoff runs the practice with a prominent personal credential stack, having earned the CFP®, CIMA®, CMT®, CRPS®, CES™, CFS®, CTS™, CAS®, and CIS™ marks. No recent operational milestone — such as a practice sale, merger, platform addition, or published AUM milestone — has been publicly disclosed within the last 24 months. PortSalus’s structural differentiator is a single-advisor fiduciary model built entirely on a fee-only compensation structure at a moment when much of the independent wealth-management market still works with commissions and hybrid licensing. By operating without any product to sell, the firm makes the comprehensive financial plan — not an asset-gathering or product-sale benchmark — the central deliverable for every client relationship. ## Offices - Metuchen, NJ, United States ## People - Jeremy E. Portnoff — Founder ## Questions ### Who runs investment decisions at PortSalus Wealth Management? Founder Jeremy E. Portnoff is the firm's sole named principal and investment decision-maker. He holds the CIMA® certification, which signals advanced training in investment management consulting, and the CMT® designation for technical analysis. ### How does PortSalus charge for its services? PortSalus operates on a fee-only basis and does not sell commissioned products. The firm does not publish a standard fee schedule; it states that fees vary by client situation and are discussed only after an introductory call and a Discovery Consultation. ### What is Jeremy Portnoff’s professional background before founding PortSalus? Portnoff earned a BA in Business Administration with a personal-financial-planning concentration from California State University, Fullerton, and later completed a Master of Science in Financial Services. He has acquired nine professional designations spanning financial planning, investment management, technical analysis, retirement plans, estate planning, fund selection, tax planning, annuities, and income strategies. ### Does PortSalus maintain a fiduciary standard for all client engagements? Yes. The firm explicitly states that it works as a fiduciary, meaning clients' interests must come first. This commitment is reinforced by the fee-only structure, which removes incentives tied to product commissions. ## Related profiles - [PORTOPREV](https://altss.com/profile/portoprev) - [Port Shelter Investment Management](https://altss.com/profile/port-shelter-investment-management) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/portsalus-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology