Paulson Wealth Management Inc.
Paulson Wealth Management, Inc. offers comprehensive wealth management, financial planning, investment management, tax preparation, and family office services for affluent individuals and families. The firm emphasizes personalized strategies, adherence to ethical and compliance standards, and the use of advanced technology for secure and transparent asset management. Services also include support for business owners and executives. The firm is independent and committed to providing unbiased advice and holistic financial solutions.
Investment Strategy
Tailored, personalized investment strategies focused on the unique goals of affluent clients; services include retirement planning, legacy building, comprehensive financial planning, and specialized strategies for business owners/executives. They use Orion’s management platform and Charles Schwab as custodian to enhance security and transparency.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 15.60% | $60.2M | 141,890 | $203.48 | $424.58 | +$9.8M |
I IWD | ISHARES TR | 14.13% | $54.6M | 280,992 | $143.99 | $194.23 | +$3.4M |
E EFA | ISHARES TR | 8.60% | $33.2M | 371,578 | $70.34 | $89.39 | +$191.0K |
I IWM | ISHARES TR | 7.73% | $29.9M | 138,354 | $171.78 | $215.79 | +$3.8M |
A AAPL | APPLE INC | 5.41% | $20.9M | 101,907 | $116.94 | $205.17 | -$1.8M |