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Paul Patterson

Senior Vice President–Wealth Management Financial Advisor, UBS Decision Point Wealth Consulting
BIO

William "Paul" Patterson, CIMA®, CEPA, CPWA® serves as the portfolio manager for Decision Point Wealth Consulting and oversees client's investment portfolios. In addition to being a Certified Investment Management Analyst, he is  

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Financial
Oct 14, 2021

Business Succession Planning: Three Issues To Consider

After working many years to grow a business, many owners wish to exit the business and transfer the reigns to other family members. In such situations, effective business succession planning is critic ...

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Preparing For What Comes Next

Where you are today is the result of your passion for the business you’ve built—and a lifetime of work. But what is your vision for life after you walk away from your business? What you d ...

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