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 ...

Financial

Aug 25, 2021

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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