Financial Planning & Investing
Emerging Affluent
Achieve your financial goals with Paulson's personalized financial planning and expert investment management, ensuring long-term security and growth.
How we deliver it
Planning here starts with the numbers you actually live with — income, obligations, timelines and the goals you have not yet written down. Our CFP®-led planning team builds the plan, and our in-house investment team manages the portfolio behind it, so the strategy and the execution never drift apart.
You work directly with the people doing the work. Plans are reviewed on a set cadence and revisited whenever your life changes, not only when markets do.
Planning led by credentialed advisors
CERTIFIED FINANCIAL PLANNER™ professionals build every plan in-house — no outsourced planning desk, no handoff to a call center.
Portfolios managed under one roof
Our investment committee sets allocation, implements it, and monitors risk continuously rather than model-shopping once a year.
Reviewed on a defined cadence
Scheduled reviews plus proactive check-ins when your income, family or tax picture changes.
What's included
Personalized guidance shaped around your complete financial picture, not a generic checklist. Your advisor stays involved as life changes, so advice keeps pace with reality.
We translate decades-ahead priorities into concrete, funded milestones. Every recommendation is stress-tested against the variables that could derail it.
We model income streams, tax timing and withdrawal order so your retirement is coordinated, not hoped for. The plan is reviewed as laws, markets and your life evolve.
Risk is measured in dollars and sleep, not just statistics. We size allocations so you can stay invested through the inevitable rough patches.
Trades and allocations are executed in-house by the same team that designed the strategy. That removes gaps between the plan and the portfolio.
We monitor holdings, rebalance when thresholds are crossed, and flag tax-loss opportunities throughout the year. Your portfolio is tended, not parked.
A living plan that coordinates Social Security, pensions, account types and Required Minimum Distributions. We update it before each major decision point.
We map what comes in, what must go out, and what is available to deploy. The result is a clear picture of liquidity without sacrificing long-term growth.
Tax cost is managed year-round, not just at filing. We coordinate contributions, withdrawals, charitable gifts, and investment location so that you keep more of what you earn.
We review coverage gaps so a single event does not unwind years of planning. Recommendations are independent, not commission-driven.
We help you build a spending framework that supports your goals without becoming a spreadsheet prison. Habits are shaped around what actually matters to you.
Your account is supervised by our own compliance and operations team. Oversight is built in, not outsourced.