ABOUT PAULSEN BELDING

You should know the people behind the advice.

Because the relationship behind the plan matters, too.

Your financial life includes the people you care about, the decisions you're facing, and the future you're building. We believe a strong advisory relationship begins with understanding those things, then helping you make thoughtful financial decisions around them.

Paulsen Belding Wealth Management advisors meeting with a multigenerational family

THE WAY WE WORK

Financial advice should feel personal because your financial life is.

Every household brings a different combination of people, priorities, responsibilities, opportunities, and concerns. We believe good advice starts by understanding that context before deciding what deserves attention.

01

LISTEN FIRST

Understand before recommending.

The numbers matter, but they make more sense when we understand the life behind them.

02

THINK BROADLY

Keep the whole picture in view.

Investments are only one part of a financial life. Retirement, family, estate considerations, business decisions, risk, and other priorities often overlap.

03

STAY INVOLVED

Be there as life changes.

A financial relationship should not disappear once a recommendation is made. We stay engaged as new questions, decisions, and changes emerge.

Good advice is not just about what you know. It is also about how well you know the people you are helping.

PBWM

PAULSEN BELDING WEALTH MANAGEMENT

A wealth management firm built around relationships that last.

Paulsen Belding Wealth Management is based in Clackamas, Oregon, serving individuals, families, and business owners throughout the Portland area and beyond.

Our approach has been shaped by years of working alongside clients through retirement, family changes, business decisions, loss, new opportunities, and the everyday questions that come with managing wealth over time.

We want to know the people we work with, not just the financial decisions in front of us.

THE KIND OF FIRM WE WANT TO BE

Experienced enough to bring perspective. Personal enough to stay close.

MEET THE TEAM

Different perspectives. One financial relationship.

Financial planning is personal, but it also benefits from having a team around it. Each of us brings a different perspective and role to the relationship, while working toward the same goal: helping clients make thoughtful financial decisions as their lives evolve.

01

Shannon Paulsen

Financial Advisor & Partner

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02

Ryan Belding

Financial Advisor & Partner

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03

Johnathon Thomas

Financial Advisor & Director of Wealth Management

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Based in Clackamas, Oregon, serving clients throughout the Portland area and beyond.

WHAT WORKING TOGETHER MEANS

Advice for the decisions you're making today. Perspective for the ones still ahead.

01

A RELATIONSHIP THAT DEEPENS

Context matters more over time.

The longer we work together, the more context we have around your financial life, your family, and the decisions that matter to you.

02

A TEAM THAT STAYS ENGAGED

The relationship continues after the decision.

We stay involved as questions arise, plans change, and new decisions begin affecting other parts of your financial life.

03

A PLACE TO BRING THE QUESTION

You don't need to know where it fits.

You do not need to know which financial category something belongs in before reaching out. If it matters to your financial life, it belongs in the conversation.

Your financial life will change. You shouldn't have to start over every time it does.

Pacific Northwest mountain and river landscape at sunset

START A CONVERSATION

The relationship has to start somewhere. It can start with a conversation.

Tell us what's on your mind. We'll take it from there.

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