Achieving your goals It starts with insightful advice

William P. "Paul" Patterson, CIMA®, CEPA, CPWA®

First Vice President - Wealth Management
Senior Portfolio Manager
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)

Visit Pearson Patterson Smith Wealth Management

phone

910-509-2177







address

1985 Eastwood Road
Suite 110
Wilmington, NC 28403



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.


Insights

Building an investment plan

Building an investment plan

Using debt to achieve wealth planning

Using debt for wealth planning