Holly Daniel

Background

About Holly Daniel

I'm privileged to be working with excellent and ethical colleagues at Paulson Wealth Management in Wheaton, Illinois. Paulson Wealth Management is a registered investment advisory firm that specializes in providing investment management, wealth planning, and philanthropic services to business leaders, their families, endowments and foundations. We are founded on three core principles: Trust: We strive to be our Clients' most trusted advisor by always putting the Client first. It is an honor for us to earn and maintain their trust. Integrity: Our personal ethics, industry accreditation, and regulatory oversight prompt us to always act in a fiduciary capacity on our Clients' behalf. Diligence: We possess a decisive work ethic and place our full concentration on the needs of our Clients. Our passion gives us a zealous and careful nature as we evaluate, implement, and monitor the strategies we employ. Our Clients tend to be business leaders, their families, endowments and foundations. We share the common characteristic of achieving risk adjusted returns, over a long-term investment horizon. The overriding mission of Paulson Wealth Management is to build long lasting Client relationships. We focus on stewardship rather than salesmanship, to grow, manage, and transfer their wealth.