Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
As Founding Partner of Holistic Capital Management, the boutique wealth management arm of WestPoint Financial Group based in downtown Chicago, Paul’s vision has always been to help clients by implementing comprehensive financial planning, advisory asset management and non-proprietary insurance strategies.
“Every client I work with wants: Fairness, Integrity, Honesty and Knowledge with unique and robust opportunities” says Paul. “It starts with listening and implementing what’s important to each client.”
Paul’s blue-collar upbringing has instilled in him the work ethic foundation to have one of the quickest starts of anyone amongst his peer group in the industry. “I’ve been lucky to have two parents have two jobs each growing up, have a brother become a police officer and my sister become a public-school teacher,” he says. “Seeing firsthand their ability to never quit is what drives me to make an impact in as many lives as possible.”
Paul’s passion for helping others extends beyond Holistic Capital Management. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Paul is particularly interested in education for disadvantaged youth, helping families and children who have gone through life-changing events and helping those with special needs.
Paul is an Accredited Investment Fiduciary (AIF), member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA) and holds the following FINRA investment licenses: Series 7, Series 65, Series 6 and Series 63. He resides in Andersonville with his wife, Keriann and their cocker spaniel, Nugget.
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300 South Wacker Drive Suite 2000
Chicago, IL 60606