PortSalus Wealth Management is a fee-only fiduciary financial planning firm focused on helping people navigate the transition to retirement. The firm says it works especially well with clients who are five to ten years from retirement and want an educated advisor to help them gain clarity and prepare for the next stage of life. Its approach considers the broader financial picture, with clients’ interests at the forefront and no commission-based products.

PortSalus offers retirement planning and projections, investment management, cash flow and debt management, tax and estate planning, insurance planning, and risk management. Services also include risk profiling, asset allocation guidance, and help with 401(k), 403(b), 457 plans and IRAs. The firm aims to help clients understand their options, manage financial uncertainty, and make informed decisions as they plan for retirement.

The name and logo draw on Salus, the ancient Roman goddess associated with security, prosperity, health and well-being. PortSalus presents retirement as a journey, using symbols such as a boat, wheat, an oar and a door to represent progress, abundance, guidance and transition. Prospective clients can schedule an introductory call to discuss their needs and learn about fees.