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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. Portus Capital Management, LLC can help you get there.

Portus offers comprehensive solutions through a spectrum of financial services. From growing your wealth, to planning for your family’s future, Portus can advise you as you face a myriad of choices.

Welcome to Portus Capital Management, LLC

Portus Capital Management, LLC is a comprehensive financial advisory firm committed to helping clients achieve their financial goals. Portus investment advisors have the independence to recommend investment strategies that are right for you. Our advisors help you determine where you stand today, listen to your goals, and develop a roadmap so you can achieve financial success. Contact us today to learn how independent investment advice, combined with the strength of partnerships with companies like Charles Schwab, can help you secure your financial future.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Portus, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Portus, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Portus surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary


College Planning

Rising education costs require a forward-thinking plan. Portus can help you prepare for one of life’s biggest investments.

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Accounting & Tax Services

Portus will work with you existing CPA to help make tax prep time run smoothly or you may choose to use the CPA services offered through Grubbs, CPA co-located in our office.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Portus will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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