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
Paul Wilson
Financial Advisor
Schwarz Dygos Wheeler Investment Advisors (SDW)
United States, Minnesota, Minneapolis
About Me
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
Joseph Schwarz
Partner & Founding Principal
SD
Stephen Dygos
Co-Founder Managing partner and Principal
Benjamin J Wheeler
Registered Investment Advisor
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BM
Ba Minuzzi
Founder & CEO
Umana
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth