Paulson Wealth Management Inc.

Paulson Wealth Management Inc. is a registered investment adviser with offices in Wheaton, Illinois, and Saint Cloud, Florida. Established in 2009, the firm offers individualized investment advice through its Comprehensive Portfolio Management service and general investment advice through Financial Planning and Consulting services. The firm's investment strategies include a disciplined covered call writing strategy for equity portfolios and a focus on risk-adjusted returns for balanced portfolios. Clients can expect regular account reviews and rebalancing, with a minimum initial investment of $1,000,000 for financial planning or portfolio management services. Fees for Comprehensive Portfolio Management are based on a percentage of assets under management, with rates ranging from 1.50% to 0.25%. Financial planning and consulting services are offered at a non-negotiable hourly rate of $350 or a flat fee basis. The firm's Code of Ethics ensures that all transactions are conducted in the best interest of clients, and proxy voting is done in the best interest of plan beneficiaries. Paulson Wealth Management does not have any material financial interests in client transactions beyond providing investment advice. Clients can request a copy of the firm's full Code of Ethics and proxy voting policies for further details.