
Nathan Paulson
Goals-based wealth planning tailored to your financial scenario.
I help you focus on your long-term financial goals, such as providing for a comfortable retirement, diversifying equity from the sale of your business, and liquidity strategies for concentrated securities positions. My focus is on delivering bespoke strategies that address your important needs.
I also offer advisory guidance on capital planning, asset allocation and investment management services for institutions in the NIL (name, image and likeness) university-adjacent collectives space. I then build investment plans to help the excess capital pools appreciate so as not to be donor-dependent.
Supplementing my background in sophisticated planning and investment strategies, I act as a conduit to J.P. Morgan's vast array of wealth management services and specialists to address your particular needs:
- Wealth planning
- Securities lending
- Capital planning
- Asset allocation
- Portfolio management
- Succession planning
Meet Our Team
Insights

Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now