Portable Wealth, Inc. assists clients in setting up and managing self-directed retirement plans, primarily Self-Directed IRAs and Solo 401(k)s. The company's core service empowers individuals to invest their retirement funds into a broad spectrum of non-traditional assets, including real estate, private equity, precious metals, and cryptocurrencies, thereby offering greater control and diversification beyond conventional stocks and bonds. Their mission is to provide clients with the tools and support needed to build and manage their wealth through flexible, self-directed retirement strategies.

Founded in

United States