Our Team
At PortSalus Wealth Management, we are passionate about empowering individuals and families to achieve financial clarity, security, and success. Our team of highly educated and dedicated financial professionals is committed to guiding you through life’s complexities with personalized strategies tailored to your unique goals. By combining advanced credentials, deep industry knowledge, and a genuine desire to serve, we strive to provide the confidence and peace of mind you need to focus on what matters most—living a fulfilling and rewarding life.
Jeremy E. Portnoff, MSFS, CFP®, CIMA® , CMT®
Founder
Jeremy is a highly credentialed financial advisor with a Master’s in Financial Services and numerous certifications, including CFP®, CIMA®, and CMT®. He specializes in helping clients near retirement create comprehensive financial plans that provide clarity and confidence. Passionate about lifelong learning, Jeremy’s goal is to improve financial health and reduce stress, enabling his clients to enjoy life, strengthen relationships, and create lasting memories with loved ones. Read More
Sage A. Vincent, B.S.
Client Services Associate
Sage is a dedicated financial professional with dual degrees in Business Administration and Intercultural Studies from Biola University and a Certificate in Financial Planning from Boston University. Currently a CFP® candidate, Sage combines her passions for data analytics and serving others to provide thoughtful financial planning. With years of experience offering guidance to her circle, Sage is now helping clients implement key elements of their financial plans at PortSalus Wealth Management. Read More
