Portfolio Wealth Advisors

Lee and his team provide the highest level of competence, professionalism and ethics in all their services. I am so grateful I found this company!
Aug 4th, 2019

Lee Munson has been instrumental in helping us create and manage a successful portfolio. His creative and innovative approach combined with his strong network have proven to make an amazing wealth advisor!
Oct 24th, 2017

From the get-go, I was determined to work with an independent RIA: a professional who knew the industry; one who was not marred by the bureaucracies of the older-style wire houses (Merrill Lynch, Edward Jones, Wells Fargo, etc.).Ultimately, this search led me to Lee Munson. I purchased his book from Amazon, "Rigged Money," and it's boldness and authenticity won me over. Don't get me wrong, he wasn't the only person I studied but he was the only one worth following. Needless to say, I am working with him now. Lee's words have already provided yield. What he doesn't know, is that they have also provided me with clarity and a sense of inspiration.Thank you Portfolio Wealth Advisors. I look forward to "more time on the mountain!"Minute 3:22youtu.be/HLH1bN6_8_AJuan Carlos SanchezElectrical Engineer
Dec 31st, 2016

Portfolio Wealth Advisors has done wonders for my family's financial comfort since we started working together a couple years ago. Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challenges, goals, and objectives. Lee, Tracy, Mike and the entire Portfolio staff are friendly, attentive, and efficient. As one of Portfolio's out of state clients, I look forward to the day when we actually meet face to face!
Jun 5th, 2014