Paul K. Addo

About Paul K. Addo

My team and I serve as the indispensable wealth management and preservation counsel to clients and their families with significant assets. Our objective is to enhance our clients’ lives, allowing them to focus on what matters most, as we care for every aspect of their financial life now and for generations to come. Our DRIVE Process: We have has developed and refined a goals-based wealth management process to help address clients’ financial problems with thoughtful advice and guidance:· Discovery: The process of understanding what matters most to each client or family.· Reflect: Leveraging world-class technology and resources to create the financial roadmap to our clients’ goals. · Implement: Each clients’ roadmap is used to determine strategies needed to achieve their unique goals. · Verify: We continually evaluate to ensure we are employing the right solutions and strategies. · Evolve: Our goal is your peace of mind. Our process is designed to evolve as our clients lives and goals evolve. Our clients have appointed us as their financial counselors because they may not have the time, inclination or expertise themselves. We limit the number of individuals and families we serve in order to dedicate the time and attention needed to tend to our clients’ high level planning needs. We offer a wide range of solutions and resources and ability to collaborate with other member of their professional team such as attorneys or CPAs.It’s not about industry benchmarks — it’s about you and your goals.We welcome the opportunity to determine if our team is a mutual fit for you and your family. To set up a meeting, please call us at (30••••••41 or email us at P••••••••@ubs.com.Areas of expertise: legacy and estate planning, retirement planning, portfolio construction, and charitable are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Private Wealth Advisor

   UBS

   Apr 2022 — Present · Denver, CO, US

Education

• Rutgers, The State University of New Jersey-New Brunswick

  Bachelor's degree, Economics

Skills

• Asset Allocation
• Mutual Funds
• Portfolio Management
• Wealth Management
• Unified Managed Accounts
• Equities
• Series 7
• Hedge Funds
• Series 66
• Uniform Combined State Law
• Investments
• Powerpoint
• Microsoft Excel
• Fixed Income
• Finance
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts