Our Team
At PortSalus Wealth Management, we are passionate about empowering individuals and families to achieve financial health, security, prosperity & well-being. 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®, CMT®, and others. 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, CFP®
Associate Advisor
Sage is a CERTIFIED FINANCIAL PLANNER® professional who is passionate about helping people make confident financial decisions. She earned dual degrees in Business Administration and Intercultural Studies from Biola University, along with a Certificate in Financial Planning from Boston University. By combining her analytical mindset with a genuine desire to serve others, Sage helps clients navigate important financial decisions with clarity and confidence.
At PortSalus Wealth Management, Sage plays an integral role in preparing and delivering personalized financial planning recommendations. She works closely with clients to provide guidance throughout the planning process and helps them implement the key elements of their financial plans. Sage enjoys building meaningful relationships with clients and believes that the best financial advice begins with understanding each person’s unique goals, values, and priorities.
