We ask Lee Munson, Chief Investment Officer of Portfolio Wealth Advisors about what it means to make the list.
“After making the Private 100 over the past several years, it was no surprise that we made Albuquerque Business First’s Top Private Companies List. My business parter, Tracy Ann Miller, and I have discussed our plans for growth and find our best work is done one on one rather than ramping up and hiring. You can’t hire a kid out of business school to do what we do. It simply takes to many years to amass the knowledge necessary to help people live off their assets. Sure, any kid can help you save and grow money when you are young, but retirement is whole other ball game that takes more wisdom than experience. With that said, it’s an honor to own a firm that has had this type of success in New Mexico. My word of advice: anyone can make it in New Mexico.”
If you would like to learn how our firm can help you find success in retirement, reach us at firstname.lastname@example.org