Joseph T. Portello was born on Long Island, New York, where the East Coast’s electric rhythm first sparked his passion for money and business—a drive deeply rooted in his proud Italian-American heritage.

At 16, his family relocated to Las Vegas, trading suburban roots for the desert’s neon pulse—a move that stoked his entrepreneurial spirit. He sharpened his hustle in the restaurant industry, excelling in every role—from the chaotic back-of-house to the polished front—building a relentless work ethic and a clear understanding of what it takes to lead, serve, and succeed.

In 2016, Joseph’s love for New York pulled him back home. Since then, he has thrived in the financial services industry, building a flourishing financial business from scratch over the past 11 years. He holds life and health insurance licenses, as well as FINRA Series 6, 63, 65, and 7 securities licenses—credentials that allow him to deliver comprehensive financial solutions for individuals, families, and large corporations alike. Licensed in several states across the country, Joseph serves a diverse national client base with the same hands-on, personal commitment that defines his approach.

His areas of expertise range from utilizing tax-advantaged strategies to full-spectrum wealth management—helping clients grow, protect, and preserve their assets with clarity and confidence.

His clientele includes law enforcement professionals, business owners, top-performing professionals, and C-level executives—individuals who rely on his ability to break down complex financial strategies into clear, actionable plans that align with their goals and values.

His friends and clients know him as Joey—a straight shooter with heart, hustle, and a deep commitment to making a lasting impact. Proud of his heritage, he strives to be a prominent member of the Italian-American community in the Tri-State area, blending cultural pride with professional excellence in everything he does.

At home, Joey raises two beautiful daughters, Lucia and Siena, with his fiancée Jessica. He prides himself on being a protector and devoted father, bringing the same sense of loyalty, strength, and care to his family life as he does to his work.

Looking ahead, Joey aims to continue expanding his advisory practice nationally, building a team that shares his mission to serve with honesty, hustle, and heart.