Paladin Wealth Management

Paladin Wealth Management is a small independent advisory firm that serves individual clients, including high-net-worth individuals, through discretionary portfolio management and financial planning services. The firm reports $410,000 in discretionary assets under management across eight client relationships and prepares an Investment Policy Statement for each client.

The firm applies a wide range of analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and employs both long‑ and short‑term trading approaches to implement client portfolios. It generally limits its recommendations to mutual funds, ETFs (including precious-metal ETFs), fixed-income securities, real estate funds/REITs, annuities, commodities, and non‑U.S. securities, and typically requests discretionary trading authority.

Noteworthy differences from many peers include the firm’s very small scale and single-adviser structure alongside the adviser’s disclosed outside employment as a police officer (approximately 42 hours per week), which may affect adviser availability. The firm requires clients to custody assets at Schwab Institutional, discloses potential receipt of research or other soft‑dollar benefits from custodians, and does not aggregate trades for multiple client accounts, all of which can influence trade execution, research access, and allocation practices relative to other independent advisers.