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Welcome to Private Portfolio Services, Inc.

Private Portfolio Services, Inc., is an independent financial consulting practice whose goal is to empower those we serve to let go of financial fear and insecurity.  Our mission is to become your partner in planning for, building, and enjoying financial security. See how our Philosophy has been designed for you.

After an extensive search for a broker/dealer that could offer the breadth of investment products and services required to properly serve you as we desired, Private Portfolio Services affiliated with Commonwealth Financial Network®, based in Waltham, Massachusetts. We selected Commonwealth for two very important reasons:

  • Commonwealth's focus on providing excellent support to its financial representatives, as demonstrated in its being named "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row by J.D. Power."*
  • Accounts are carried with National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments company.

Learn more about Our Broker/Dealer.

*Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014 and 2018-2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023 for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and National Financial Services LLC, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through Nation Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1100126.1.0