West Palm Beach, FL Office

Paulson Wealth Management provides advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, corporations, and other registered advisers. The firm offers comprehensive portfolio management that includes integrated financial planning and standalone planning and consulting, and reported approximately $559 million in assets under management as of December 31, 2025; it also completed an acquisition of another advisory practice in 2023 that moved clients onto its platform.

The firm’s investment process emphasizes diversified, index‑based equity allocations constructed from a small number of equity index ETFs and a top‑down, risk‑weighted approach, with separate equity, balanced, and fixed‑income sleeves and periodic rebalancing. Its management includes active option strategies — notably a disciplined covered‑call program implemented through a proprietary algorithm — and the firm may use option spreads and margin when appropriate.

Noteworthy distinctions relative to many peers include acting as the sponsor of a wrap‑fee program (absorbing custodian program fees for participating accounts) and offering sub‑advisory services to other advisers under a separate brand. The firm’s most recent ADV amendment discloses a material change to its minimum fee schedule, and it discloses that some advisory personnel are licensed insurance agents who may receive commission compensation outside the firm’s advisory fees.