We Use Three Decades of Market Knowledge.
We use our knowledge and modern financial instruments as integral components of our
proprietary portfolio strategy
to empower our investors in achieving their ideal lifestyle.
We do this through three wealth building pillars:
We believe a strong wealth management curriculum is key in assuring our investors are well informed about their investments.
Our unique Blueprint leverages modern financial vehicles and platforms, enabling our investors to reach their monetary objectives.
We focus our efforts on vibrant growth sectors such as opportunities in domestic energy, real estate, foreign and domestic business projects.
Paul is a seasoned entrepreneur, former wealth advisor and private equity investor with more than 30 years of experience in high-net-worth wealth blueprinting.
Paul’s past designations include Registered Financial Consultant (RFC), Certified Wealth Preservation Planner (CWPP), Registered Mortgage Advisor (RMA), and Certified Mortgage Planning Specialist (CMPS). He has also produced and hosted a weekly radio show, The Shift Economy, on Austin’s Talk Radio 1370. Paul’s mission is to foster financial literacy. His visionary perspective on wealth management has made him one of the most sought-after financial advisors in the industry.
As an entrepreneur and investor, he brings a proven blueprint, vision, and network of relationships to the private investment arena.
My favorite quote
Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless.
My favorite quote
You can never cross the ocean until you have the courage to lose sight of the shore.
My favorite quote
Your time is limited, so don’t waste it living someone else’s life.
My favorite quote
The most difficult thing is the decision to act, the rest is merely tenacity.