Private Wealth Management
Grow Your Wealth. Live Financially Free.
How PFA Defines Wealth:
Most people think of wealth as the total sum of assets owned by an individual. At Paulo Financial Advisors we believe this is only part of the definition. For our clients, wealth is made up of not only their financial assets, but also the life they can enjoy because of those assets, their personal wealth. Our mission is to make sure that you are able to grow your financial wealth and as a result of less stress and financial freedom, you are able to increase your personal wealth and happiness.
If you have significant amounts of wealth to invest and protect or you know you will have significant wealth down the road, you may want to think about speaking with an advisor about wealth management options.
Custom Wealth Planning & Management Strategies:
At Paulo Financial Advisors, we get to know our clients. Our clients are diverse which is why we take our time to learn about you, your family, your financial goals, retirement goals and your personal values. The wealthier you become, the less a standard "basic" wealth management solution will work for you. Together, based on your needs we may work toward:
- Generating current income while growing assets for retirement
- Creating tax effective strategies
- Leaving a legacy through creating an estate plan
- Minimizing your personal and investment risk
After we put your wealth management strategy into action, we review your investment portfolio regularly. You have access to your portfolio 24-7 through the secure Fidelity online portfolio service.
Clients also receive an annual face-to-face review, and are welcome to set up meetings whenever they feel necessary. Your advisor can be available to you almost any time via phone or email.
You can learn more about how we onboard clients on our How we work with you page.