Paul Peterman leads a deep and experienced wealth and portfolio management team serving physicians, corporate executives, families, and business owners in the Upper Midwest and around the country. His team’s mission is to bring their intellect, drive, and integrity to the table as they seek to understand their clients’ needs and align the resources to help meet them. Their commitment to this mission is demonstrated through three core principles: a planning-based approach, experience and capabilities, and dedicated service.
Through a planning-based approach, in-depth discovery and active listening helps the team understand each client’s unique situation. A tailored, written financial plan is developed that helps clients understand their current situation and what to consider going forward, supported by sound guidance seeking to simplify complex issues, ease decision-making, and inspire action. Clients can feel confident that their unique needs are understood and that an individualized plan is in place.
With multiple decades of experience and a focus on continuous education, the team brings perspective and individualized advice to every relationship. A clear and understandable investment philosophy leveraging risk and asset analytics results in tailored portfolio solutions, and the ability to leverage the resources of a global firm helps clients manage their entire financial picture. Clients can feel comfortable knowing they have a centralized source of seasoned advice.
Dedicated service rounds out the team’s approach through a commitment to high standards of accessibility, responsiveness, and communication. Periodic reviews help clients anticipate forward-looking wealth-related issues and allow the team to prepare and take action, while taking an active interest in clients’ lives creates comfort and trust. Clients feel more connected and informed, which can lead to a sense of confidence in the relationship.
