PERSONAL PORTFOLIO MANAGEMENT, INC.
STUART, FLORIDA

Personal Portfolio Management, Inc. is an established independent Registered Investment Advisor specializing in offering comprehensive financial planning and investment management services. Since its foundation in 1985, the firm has steadfastly served individuals, businesses, retirement plans, non-profit organizations, trusts, and foundations with unwavering dedication to exceptional service and personal attention. Situated in Jupiter, Florida, Personal Portfolio Management, Inc., with mailing address at 1405 N. Alt A1A, is known for its team approach that brings together more than three decades of experience. The firm thrives on understanding clients’ unique needs and expectations, creating distinctive financial plans tailored to guide their journey towards long-term success. Donald P Campagna serves as the President/CEO, bringing over 30 years in the industry with a philosophy centered around client-centric service and attention to detail. Supporting the operation as Office Manager is Jeff Kudick, who ensures effective communication and support for clients’ inquiries and concerns. In addition, Jeffrey Saut, Chief Investment Strategist at Raymond James since 1999, contributes profound market insights and research-based investment strategies that enhance their services. Personal Portfolio Management, Inc. exemplifies its commitment to client priorities by leveraging the comprehensive resources of a large corporation in delivering personalized service akin to smaller firms. By integrating thorough research with bespoke investment recommendations, they align financial strategies to clients' risk tolerances and objectives. The partnership with Raymond James underscores the firm’s dedication to independence and integrity, positioning it among leading independent financial services entities. The core values—client-first, conservatism, independence, and integrity—guide its operation, resonating strongly through its service delivery model, strategic advice, and ongoing client engagement. With a robust track record of stability and growth, clients are assured consistent management and guidance aimed at simplifying their financial complexities, facilitating a clearer path towards achieving personal and family goals.