Strong. Helpful. Friendly.
Our Core Values
These adjectives not only serve as a part of our brand identity, but also embody the core values that define our firm. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services in an effort to customize a strategy that instills confidence.
Portfolio Financial builds strong client relationships, with this same philosophy in mind. We do so in a helpful manner, by actively listening. Friendly simply describes the way we engage our clients. We look for high performance, credibility and dependability in meeting our client’s investment needs. Our primary goal is to assist you in preserving capital, generating income and accumulating wealth to finance your investment goals.
Whether you’re just beginning to plan for your financial future or looking for better ways to manage your portfolio, it’s essential to find an investment advisor you can trust. Portfolio Financial is a wealth management firm specializing in retirement planning. Our goal at Portfolio Financial is to help our clients feel confident and in control. Our holistic, client-centric approach emphasizes education coupled with a proactive investment strategy. We partner with our clients to provide investment strategies to assist our clients in realizing the best potential outcome.
Our Firm
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Portfolio Financial has been helping clients invest in their futures since 2000. While most of our clients reside in the vicinity of our Milwaukee, WI office, through referrals Portfolio Financial has expanded our outreach to several other communities throughout the United States. Wisconsin native Tim Triolo, founded our company. While we offer securities through Osaic Wealth, Inc., we also provide a broad spectrum of financial and insurance products and services. We are dedicated to developing lasting relationships with all our clients. We believe in assisting you in identifying your financial goals and actively participating in the management of your finances.
Meet Tim Triolo
Timothy (Tim) Triolo grew up in the northern Wisconsin city of Appleton. The son of two teachers, Tim learned the value of building solid relationships from an early age. Tim’s mother, Carlarae, took on the dual responsibility of raising five boys while balancing the teaching career she loved. But a couple years before Tim entered high school, his father, Frank, left teaching, becoming a successful financial planner in the Fox River Valley area. Frank established his financial planning practice, predicated upon helping many of the teachers with whom he formerly worked.
When Tim graduated from Appleton Xavier High School, he ventured to Milwaukee, WI to attend Marquette University. It was then Tim was confronted with the same challenge faced by many young people entering college today: how to subsidize scholarships and financial aid to cover tuition. Being entrepreneurial in spirit, Tim opened several start up retail venues in Milwaukee’s then-thriving downtown mall, while concurrently pursuing his studies. In later years Tim would tackle management positions with both national retailers and non-profit organizations, where he learned to exercise diplomacy with local collective bargaining units to accomplish mutual goals. Tim graduated from Marquette with his BA.
Tim began the next chapter embarking on a career path that would prove life changing: that of a financial advisor. Tim joined a high profile firm in the financial service industry, where he drafted several hundred financial plans and helped guide clients through the planning process. Tim’s genuine conviction to “put the clients’ needs first” inspired him to escape the confines of proprietary investment and insurance products and open Portfolio Financial Services. As an independent advisor, Portfolio Financial leverages flexibility and choice in selecting investments and services that align with clients' needs.
Family and friends are important to Tim, and he considers his life much more colorful with them in it. Social activities like festivals, baseball games and dinners with friends are at the top of his list of things to do in his spare time.
Tim is also excited to be working on a project that he is passionate about: Portfolio Financial Supports Education, a grass-roots effort to encourage private sector businesses to invest in our youth.
Info
Timothy James Triolo
Registered Representative
W59N910 Sheboygan Rd.
Cedarburg, WI 53012
414 526 9267
