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EDUCATE.

ADVISE.

PROVIDE SOLUTIONS.

WHY PORTRAIT FINANCIAL?


YOUR WEALTH RESOURCE 

-Resource: A source of supply, support, or aid, especially one that can be readily drawn upon when needed. 

Portrait Financial is a fee-only wealth management firm providing competent, objective advice to our clients. We do not sell products nor receive commissions or fees from third parties. Our purpose is simple; align your goals and lifestyle with our expertise to achieve success in every area of your life, starting with your financial life. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

"Making money is art...and working is art...and good business is the best art."

- Andy Warhol

THE FIRM


We believe by creating relationships with people chasing their dreams and helping them achieve those dreams, is the ONLY way we succeed.

DARIO SAINTUS Photo

DARIO SAINTUS

CEO, Managing Partner
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Professional Background:

Dario Saintus is the Managing Partner and Founder of Portrait Financial, LLC. His primary focus is to build Portrait Financial as a trusted wealth resource. 

Mr. Saintus started in the financial industry in 2008 as a financial services professional with New York Life Insurance Company. While at New York Life, Mr. Saintus worked with clients to provide strategic insurance and investment solutions to protect and optimize clients' portfolio's. After spending 6 years with New York Life, Mr. Saintus left to become the Vice President of Business Development at VICAR Capital Advisors (“VICAR”) and currently remains as an investment adviser representative of VICAR. At VICAR, Mr. Saintus establishes trusted relationships with prospective clients and constructs strategic investment portfolios for clients based on their unique goals and objectives. 

Disagreeing with the current state of how wealth management is provided, Mr. Saintus made the decision to start a financial firm that provided first class opportunities to its clients with clear, concise, and unique service at a reasonable level thus creating Portrait Financial, LLC.

Education:

B.A., Southern Methodist University

M.B.A., Southern Methodist University (2018)

DAVID RUSSELL Photo

DAVID RUSSELL

COO, Managing Partner
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Professional Background:

Victor “David” Russell, a Managing Director and the Chief Operating Officer of Portrait Financial, LLC. Prior to joining Portrait Financial, LLC, Mr. Russell was a Wealth Planning Analyst with UBS Wealth Management Americas Division.  During his tenure, Mr. Russell was instrumental in providing clients with information necessary to uncover their financial needs, set a financial plan in place, and execute and monitor said plan. His expertise is in the areas of cash flow management, goals based financial planning, risk management, tax and estate planning, and investment management. These skills have been instrumental in allowing Mr. Russell to uncover client’s needs and create nontraditional strategies clients otherwise would have not addressed. Prior to his time with UBS, Mr. Russell was with Ernst & Young’s Financial Services Group, focusing on the audits of clients in the Asset Management and Banking & Capital Markets industries. Much of his time was spent conducting financial statement analysis, preparing and reviewing footnotes, first level review of client’s balance statement, income statement, and statement of cash flows. This experience gave Mr. Russell his introduction to the financial industry and his foundation in financial statement analysis and company valuation.

Aside from his professional career, Mr. Russell is very involved in philanthropic and community activities. His current involvement includes sitting on the Advisory Boards for both Adamson High School and IDEA High School, a board member on the TCU Young Alumni Board, and volunteer with Reading Partners. Mr. Russell was also a member of the Young Professional Leadership Program through the Dallas Chamber of Commerce. Mr. Russell strives to be a pillar in both the community both as a professional and a leader.

Education:

B.B.A., Texas Christian University

M.S., Oklahoma State University

YANEK MICHEL, CFE Photo

YANEK MICHEL, CFE

Senior Tax Consultant
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Professional Background:

Yanek Michel serves as a business advisor and independent tax consultant for Portrait Financial, LLC. Mr. Michel is based in the Atlanta market although maintains clients in the Dallas-Forth Worth and South Florida regions. He has over 8 years of risk management and regulatory advisory experience by way of Ernst & Young, LLP and other Fortune 500 companies. Yanek specializes in providing small businesses as well as individuals comprehensive solutions and strategies through YM Advisory, LLC. He is a Certified Fraud Examiner.


Education:

B.S., Florida State University

EDUCATE

At Portrait Financial, we don't believe access to information gives you knowledge, we believe in educating clients so that they have an understanding. We concentrate on the delivery of our services in order for our clients to be enlightened through out the growth of our relationship. At Portrait Financial, an informed client is the ONLY client.

ADVISE

At Portrait Financial, putting our clients' interest first is at the core of our wealth management philosophy. Portrait Financial and its staff manages their portfolio in the same manner as the advice provided, ensuring that our interests are always aligned with those of clients. This is how we work

SOLUTIONS

Providing access to unbiased, competent advice to create solutions to help make people's lives stress free financially is at the heart of Portrait Financial. We look to solve the issues of tomorrow with the plans of today. 

HealthCAre PROFESSION                         Aspiring C-SUITE PROFESSIONALS                                      LEGAL SERVICES                              

LOYALTY

Our top priority is keeping our client's best interest at heart.

TRANSPARENCY

Open line of communication at all times

FOCUSED

We serve individuals who are focused on maximizing their earnings, and interested in building wealth and not just earning it.

COMMITTED

We serve individuals who are committed to the process of creating wealth and staying disciplined to seeing the process through.

PROGRESSIVE

We serve people that are progressive minded and open to non tradional wealth management strategies.  


STRATEGIC PARTNERS

The strategic partners listed below are independent professionals that work with Portrait to provide unique perspectives, expertise knowledge and access to a wealth of relationships that enhance our ability to serve our clients. While not employees, personnel or otherwise affiliates of Portrait, these professionals have a strong and strategic professional connection with Portrait.

Our network is comprised of highly respected individuals who possess a wealth of experience in their respective fields. These advisors work with Portrait to provide business-related expertise.

Estate Planning:

Rachel W. Saltsman, J.D. 

The Blum Firm 


 Philanthropy:

 Wayne Hines

The United Way


Troy Forte

Carr Cares


Private Placement:

Ivan Alo & LaDonte McMillon

New Age Capital

"By the methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and Third by experience, which is bitterst."

- Confucius

OUR SERVICES


Human Capital Management mona lisa outline image

The beginning of every painting begins with an outline of the picture you want to paint. Human Capital Management is the foundation of that outline. Beginning with managing your cash flow and setting financial goals, this is where your painting begins.

Investment management - mona lisa no frame image
Once the outline is laid, it's time to paint the picture. Investment Management is the paint we use to illustrate our picture. Aligning our investment strategy and your financial goals is the way we develop the picture you want to see.

tax planning mona lisa no frame image
The more paint we have at our disposal, the more vivid the picture we can create. Proper Tax Planning ensures we keep more money in your pocket to invest in your goals.

risk estate planning mona lisa framed image
Any picture worth value comes with a frame. Risk & Estate Planning is the final and most important step to ensure we protect the picture we have created. Accidents do happen, but it is better to damage the frame than scratch the painting.

Finance & Strategy

Portrait Financial has created a Finance & Strategy team that works with entrepreneurs find their voice in articulating their value proposition to the investing community. We provide the necessary deliverables: slide decks, executive summaries, financial models; to properly engage when raising capital. 

All interested parties please submit executive summaries and slide decks to Info@portraitfinancialllc.com.

Institutional Consulting

Portrait Financial has created an Institutional Consulting team that works with endowments, pensions, non-profits, and charitable organizations align their organizations mission with their investment strategy. By working will all relevant stakeholders, Portrait will identify your most important needs and match them with an allocation that addresses need, risk profile, and time horizon.

If you would like us to review your Investment Policy Statement (IPS) and or investment allocation, feel free to contact us at Info@portraitfinancialllc.com.

"Opportunities multiply as they are seized."

- Sun Tzu

MARKET INSIGHTS


"Access to information isn't knowledge" - Dario Saintus

 We created this section to educate our clients and all those interested in learning more and prioritize arming themselves with knowledge.

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

" You only live once, but if you do it right, once is enough."

- Mae West

CONTACT


Ready to Start Putting Your Financial Picture Together?

 

Start By Taking These Assessments Below:

Can I Retire When I Want?    College Costs How Much?!    Can I Really Afford This?

 

HOURS

Mon - Fri / 8:30AM - 5:00PM CST

ADDRESS

12001 N. Central Expressway, Suite 825

Dallas, TX 75243

PHONE

(214) 810-6002

EMAIL

info@portraitfinancialllc.com