Financial Health, Security, Prosperity & Well-being for your Retirement

Navigating Your Way Through the Sea of Financial Confusion 


About PortSalus

At PortSalus, we pride ourselves on our comprehensive approach to financial planning. Our process encompasses retirement projections, tax planning, estate planning, risk management, investment management, cash flow, and debt management, among other areas. We take a holistic view of financial advice, ensuring that all aspects of your financial life are considered and catered to.


Jeremy’s Background 

I do my best work for those within 5-10 years of retirement who value partnering with an educated advisor to gain the clarity they need to start and enjoy retirement.


Meaning Behind Logo

At PortSalus Wealth Management, our logo embodies the ancient Roman goddess Salus, representing security, prosperity, health, and well-being—core values we strive to deliver to our clients through comprehensive financial planning.


Breaking Down Our Story:

Symbolizing a journey across the sea of financial uncertainty, our logo features elements like a boat, wheat/grain, an oar, and a door, each signifying aspects of the journey towards financial security and prosperity.

Symbolizes your retirement as a journey across life, going from work life to retirement life. Most critical is to stay afloat and continue making progress even when the seas get rough or there is no wind to move the sails.


Occasionally, Salus is seen holding ears of grain, a sign of prosperity. From many cultures over the centuries, wheat has been a sign of wealth, prosperity, growth and hard work, abundance.


Occasionally, Salus is holding a steering oar in her left hand, taken to indicate her role in guiding the emperor to a healthy except now you are the emperor of your retirement and Portsalus is guiding you towards a healthy financial life and the prosperity that comes with it.


Often symbolizes transition, metamorphosis, change, leading from one state of being to the next, the beginning of something new whilst at the same time closing off to something old. Your retirement should start with hope, opening and entrance to a new life. It is something you have to walk through as in “when opportunity knocks” you have to answer the door and walk through the door.


Our Services

Cash Flow Management (budgeting)

Gain control over your finances and optimize your cash flow with our expert guidance.

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Retirement Planning

Secure your financial future and enjoy a comfortable retirement with our personalized retirement planning solutions.

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1nsurance Planning/Risk Management

Protect yourself and your loved ones from life’s uncertainties with our customized insurance planning and risk management solutions.

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Tax Planning

Minimize your tax liabilities and maximize your tax efficiency with our proactive tax planning strategies.

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Estate Planning

Preserve your wealth and legacy for future generations with our comprehensive estate planning services.

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Proper risk profiling

Identify and mitigate financial risks effectively by undergoing a thorough risk profiling assessment with our experienced team.

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Asset Allocation Determination

Achieve optimal investment performance and manage risk with our customized asset allocation strategies.

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Navigate the complexities of employer-sponsored retirement plans and individual retirement accounts with our comprehensive guidance.

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Connect With Us


Who do you work with?

I do my best work for those within 5-10 years of retirement who value partnering with an educated advisor to gain the clarity they need to start and enjoy retirement.  Read More

What is involved in the financial planning process?

The main focus of our work is retirement planning which typically includes retirement projections, tax planning, estate planning, risk management (insurance), investment management, cash flow and debt management to name the basics. We take a holistic approach to financial advice in helping clients with many other areas of their financial lives as applicable.

What is the cost?
  • Fees vary depending on each client’s individual situation. To learn more about fees, please schedule an Introductory call to start the process to see if we might be a good fit. If after the Introductory call it seems possible we might have a reasonable basis for working together, a Discovery Consultation will be scheduled where fees will be discussed as they pertain to your individual situation. 

  • What is the cost of not having a clear financial plan and/or making potentially disastrous mistakes that take years to recover from? 

  • As the saying goes, “cost is only an issue in the absence of value.” We do not publicly post fees because we don’t know if you are familiar with our process and the value you would get from working with us.
How are you different from other “financial advisors”?
  • At PortSalus Wealth Management we provide comprehensive financial planning for clients typically within about 5-10 years of retirement on a fee-only basis (no commission products) as a fiduciary which means your interests always come first. See Financial Planning process for more information. 

  • There are many who use the title of “Financial Advisor” or “Financial Planner” however only give lip service to actual financial planning and often are financial sales people in disguise looking to sell financial products that may or may not be in your best interest. In addition, the bar to entry, the regulatory requirement to use these terms is quite low. You can get a book to study the Series 65 exam and within a couple months you get to use this title. There is no requirement for “financial planning school” like there are in other professions. Of the approximate 300,000 financial advisors in the US, only about 1/3rd have completed the education, examination, experience, and ethics requirements to become Certified Financial Planner™ Professionals. 

  • Learn more about Jeremy’s extensive Education & professional Credentials

Contact Us


27201 Puerta Real Suite 300

Mission Viejo, CA 92691, USA