Paul Wilson, CFP®

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 based on the latest research and time-tested strategies.

When out of the office, you will probably find Paul making music somewhere. A classically-trained baritone, you can hear him on recordings of Cantus, The St. Olaf Choir and The National Lutheran Choir. He also enjoys making music with his violinist wife and three young piano-playing children. When not singing or advising, he’s likely volunteering at church or serving as a director on a non-profit board.