Bruce Paulson is a wealth management financial advisor based in Wayzata, MN.
Bruce joined our team as a senior financial advisor in 2020. In this role, he provides investment and wealth management advice to clients and participates in investment decisions.
Before joining the firm, Bruce was a senior client advisor at MRA Associates, Prior to joining the MRA Associates team, Bruce worked at a variety of notable organizations, including Arthur Andersen, U.S. Bank, U.S. Trust, GenSpring Family Offices, and most recently, Okabena Company. His responsibilities at these firms included providing tax, estate planning, and investment services, most often for families with multigenerational needs and concerns. His investment experience includes stock research and selection, value proposition change initiatives, after-tax investing, design and use of separate account equity index solutions, and design and integration work for specially taxed trusts or other asset locations.
Education
- Doctor of Jurisprudence degree from William Mitchell College of Law
- Bachelor of Arts degree in finance from Concordia College
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Industry Involvement
- “The Economics of Charitable Remainder Trusts and Related Asset Management Issues,” The Journal of Wealth Management, 2000
- “Charitable Lead Trusts,” The Journal of Wealth Management, 2002
- “Integration of Hedge Funds and Wealth Transfer Structures,” The Journal of Wealth Management, 2003
- “Asset Location and Integration: Several Old and New Ideas,” The Journal of Wealth Management, 2009
- “Lender of First Resort: Is it Time to Refinance the Estate?” The Journal of Wealth Management, 2014
- “Tax Reform and Investing: Potpourri of Issues to Consider”, February 2018
- “Do Tax-Loss Harvesting Solutions Deserve a Place in Your Portfolio”, June 2018
- “Hedge Funds and Taxes: Things Just Got Worse in Minnesota and Other High-Tax States”, September 2018
- “To Gift or Not to Gift?”, April 2019
- “Is It Now Time for the Rich to Refinance Their Family Balance Sheets?”, September 2019
- “Create A New Taxpayer: The Charitable Lead Trust”, January 2020
- “Biden Tax Plan”, September 2020