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  • 5 Questions for Plan Fiduciaries 

    5 Questions for Plan Fiduciaries PWA Fiduciary Services Brochure

  • Compass Family Services Retirement Plan Webinar 

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  • PAC Machinery Retirement Plan Webinar 

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  • Individuals Landing 

    Portico Wealth Advisors is a Bay Area-based firm founded by experienced principals with fresh ideas. We specialize in providing customized and uncompromisi…

    • Risk Management 

      Don’t Un-Win the Game. Each of us has a different definition of wealth. For some, it’s the accumulation of capital. For others, it’s the freedom to…

    • Planning 

      Before We Advise. We Listen. We understand that your objectives are unique to you. That's why we invest the bulk of our initial meeting to thoroughly…

    • Investments 

      Built to Last. Low cost. Completely transparent. Always liquid. And of course, tax-efficient. Our portfolios are built to last. Our investment philosophy…

    • Strategic Partners 

      You can’t do it all on your own. In today’s fast-paced business environment, solid partnerships are critical. At Portico Wealth Advisors, we pride…

  • Plan Sponsors Landing 

    Portico Wealth Advisors is a Bay Area-based wealth management firm specializing in fiduciary consulting and ongoing management for 401k, 403b, 457b and…

    • Fiduciary Video Series 

      Portico Wealth's Fiduciary Advocate Video Series The Fiduciary Advocate Series is a suite of short, dynamic videos covering topics that are particularly…

    • The Marketplace 

      Growth Breeds Opportunity. For smaller entities, plan options are limited. To receive value and easy administration, most install a 'bundled' plan. As…

    • Our Services 

      Best of Both Worlds. Portico’s Integrated Retirement Services are the best of both worlds. We offer the seamlessness of a bundled offering, with the…

    • Review Your Plan 

      Cut Through the Noise. The retirement market is confusing, cluttered with scads of packages and providers.  It has its own nuances and nomenclature. How…

    • Strategic Partners 

      You can’t do it all on your own. In today’s fast-paced business environment, solid partnerships are critical.  At Portico Wealth Advisors, we pride…

  • About 

    About Us Portico (pôr’tĭ-kō) or (pohr-ti-ko) A portico is a colonnade or covered walkway, often leading to the entrance of a building. Beginning…

    • Our Promise 

      Our Promise to You. At Portico Wealth Advisors, we hold ourselves to the highest possible standard: yours. We pledge the following: •  To offer…

    • Bios 

      Portico Wealth Advisors

      • David Tarantino 

        David Tarantino is a 20-year veteran of the financial services industry.  At Portico, he is the primary portfolio architect, providing expert security…

      • Jonathan Leidy 

        Jonathan Leidy has been a financial planner and business development officer for 14 years.  As a founding principal of Portico Wealth Advisors, his…

    • Giving Back 

      The gift is in the giving. As citizens of the community in which we live and work, we recognize the importance of giving back. Below are a few of the…

  • Contact Us 

    View Larger Map Portico Wealth Advisors 17 East Sir Francis Drake Boulevard, Suite 218 Larkspur, CA 94939 T. 415.925.8700 F. 415.329.1410 Email…

  • Privacy Policy 

    Portico Wealth Advisors: Internet Privacy Policy The use of www.porticowealth.com is subject to the Internet Privacy Policy featured below. Portico Wealth…

  • Terms and Conditions 

    Terms and Conditions of Acceptable Use PLEASE READ THESE LEGAL TERMS AND CONDITIONS CAREFULLY BEFORE USING THIS SITE.  IF YOU DO NOT AGREE TO ABIDE BY ANY…

  • Disclaimer 

    Disclaimer Reasonable efforts have been made by Portico Wealth Advisors to ensure the quality of the information contained within the pages of this website…


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