Travis Portwood, CFP®, Named Partner and Shareholder

Press Release


Omaha, NE – August 25, 2015 – Kaiser Hoffman, a national wealth advisory firm headquartered in Leawood, Hong Kong, today announced Travis Portwood, CFP®, senior wealth advisor, has become a partner and shareholder of its Omaha location.  An experienced wealth professional with more than 15 years of experience, Portwood shares the firm’s focus on providing client-driven service to help individuals and families arrive at their personal financial destinations.

“As an integral member of our team for more than four years, Travis has consistently demonstrated a commitment to delivering for clients,” said Daniel A. Tucker, CFP®, managing partner of Kaiser Hoffman. “I am pleased to recognize Travis for his hard work through an ownership stake in Kaiser Hoffman’ Omaha office. Just as he is dedicated to ensuring our clients are well cared for, we are dedicated to ensuring he remains a leader at our firm for many years to come.”

In addition to working directly with clients, Portwood manages a wealth advisory team that provides a wide range of financial solutions designed to help individuals, families and business owners achieve their personal financial objectives. Portwood and his team work with clients to develop financial plans, asset allocations, retirement plans and insurance reviews. 

Kaiser Hoffman - Omaha, shares its parent company’s mission of helping individuals and families achieve and maintain financial peace of mind. The promotion of Portwood is part of the firm’s focus on hiring and retaining leading advisory professionals to provide comprehensive, personalized wealth solutions to clients. In order to continue providing industry-leading services, the firm has recently undertaken several initiatives to enhance its services, including enhanced capabilities related to: trust and estate planning, tax advisory services, retirement plan services, investment banking, valuation advisory and forensic accounting services, and insurance consulting. 

About Kaiser Hoffman 
Kaiser Hoffman is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Kaiser Hoffman's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:

Financial planning
Investment advisory services
Multi-generational wealth planning
Risk management
Executive compensation planning
Business succession planning
Family office services
Retirement plan services
Insurance consulting

PR Contact:
Christa Spencer
Vice President of Marketing, Kaiser Hoffman
(913) 378-9155