A complete list of active advisors currently associated with Paulson Wealth Management Inc.

Warmer can help you find a great advisor at Paulson Wealth Management Inc. or one who fits your needs even better.

Paulson Wealth Management serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations, and other advisers, overseeing roughly $559 million in client assets. The firm provides comprehensive portfolio management that incorporates financial planning, standalone financial planning and consulting, sub‑advisory services, and acts as a sponsor of a wrap‑fee program. Its investment process is a top‑down, risk‑weighted approach built from an equal‑weighted basket of major equity indices, typically implemented using equity index ETFs and selected individual positions, with balanced and fixed‑income sleeves used primarily to reduce volatility. The firm also employs active options strategies—most notably a disciplined covered‑call program driven by a proprietary dynamic algorithm and occasional use of puts or early option buybacks—and generally manages discretionary accounts with regular reviews. Distinctive features include sponsorship of a wrap program in which the firm absorbs certain custodian program fees, the documented use of derivatives and equity options in separately managed accounts, and a recent business development profile that notes the 2023 acquisition of another advisory practice and material‑change disclosures (including an office relocation and an explicit update addressing AI‑related risks). These operational and strategy elements differentiate the firm from many peers in its category.

To learn more about the advisors currently working at Paulson Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.