Portland Financial Advisors, Inc., dba Markiz Wealth Management is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintaints a “Notice Filing” with the states of Oregon, Washington and New York. All information contained in this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Portland Financial Advisors, Inc. dba Markiz Wealth Management will only provide investment advisory services in states where it maintains a notice filing.

Disclaimer

Portland Financial Advisors, Inc., dba Markiz Wealth Management is a Registered Investment Advisory firm with the U.S. Securities Exchange Commission, Washington, D.C. In addition, the firm maintains a “Notice Filing” with the State of Oregon: Department of Consumer and Business Services, the Washington State Department of Financial Institutions and the New York Department of Financial Services. All information contained in this website concerning investments is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can be made only in states where Markiz Wealth Management maintains a notice filing, and no new account will be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our investment services. Markiz Wealth Management’s site, calculators in or linked to this site, other links to or from this site, and content or newsletters in this site should not be construed by any consumer and/or prospective client as Markiz Wealth Management’s solicitation to affect or attempt to affect securities transactions, or render personalized investment advice for compensation over the Internet. Use of this site does not create an advisor/client relationship. Information and links in this site are believed to be from reliable sources.

Privacy Policy

Your privacy, trust, and confidence are among our highest priorities. We respect your right to keep personal information confidential and understand your desire to avoid unwanted solicitations. Financial Advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding the privacy of client information.

We only collect nonpublic personal information you provide or with your authorization.

We do not disclose any current or former clients’ nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know this information to assist us in providing services to you. In such situations, we stress the confidential nature of the information.

We retain current and former client records relating to our services for a period of time after providing these services. Our Records Retention Policy is necessary to comply with our professional guidelines. Additionally, we have found this practice enables us to better serve your future professional needs. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.