CoverProfile

Paul Wilson

Financial Advisor

Schwarz Dygos Wheeler Investment Advisors (SDW)

United States, Minnesota, Minneapolis

About Me

Paul Wilson has been advising investors for over a decade in all areas of wealth management. He uses his experience with pension fund management to help design portfolios for his clients in the various stages of their lives. As an advisor with SDW, Paul understands that your money and investments are far more than numbers on a spreadsheet, which is why he takes great care in getting to know your life’s story first. Having worked at top financial firms in the U.S. throughout his career, he has seen financial advisors take many different approaches to money management and financial planning. You will find that his approach is very personal, customized, and easily understood, with advice bas

View more

Profile Information

Financial Advisor

Schwarz Dygos Wheeler Investment Advisors (SDW)

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

Aug 14, 2024

More profiles to browse

Profile Photo
Joseph Schwarz
Partner & Founding Principal
SD
Stephen Dygos
Co-Founder Managing partner and Principal
Profile Photo
Benjamin J Wheeler
Registered Investment Advisor

You Might Like

RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
PG
Patricia Gee
Operations
Manhattan Family Office
SS
Sandy Shen
Research Analyst
Manhattan Family Office