The PRR Goes Beyond a Traditional Financial Plan​
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​Bridging wealth management with real-life priorities​​
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Designed for those who want more than numbers in a binder, it delivers clear, actionable steps for success in a an uncertain world.
What is the
PRR?
Who is it
For?
Those seeking clarity amidst chaos
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Those concerned about growing risks but unsure how to respond​
Those ready to align their finances & lifestyle for a more secure, fulfilling future
How it
Works
One-on-One Strategy Session
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Built around your real-world priorities
Guided by the Resilience Compass
The Resilience Compass
How the
PRR Outpaces a Traditional Plan
Powered by Proprietary Tools
The Multi-Asset Calculator
Visualize how shifting allocations across stocks, bonds, precious metals, real assets, and cash change your risk and return in real time.
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Risk Compass
Map your exposure to inflation, diversification, and rupture — and see where you stand before the storm hits.
Build it. Live it. Protect it.
Derivatives Veteran. Risk Translator. Idea Machine
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He spent three decades doing what most investors avoid — studying, teaching, and managing risk.
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With over 25 years in institutional derivatives, he built and led trading and sales teams at firms including Deutsche Bank, Citigroup, and Susquehanna. He advised institutional investors navigating leverage, volatility, and shifting regimes in real time.
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After Wall Street, Paul transitioned from capital markets to Main Street, where he and his wife built and exited a niche art restoration business in Denver. That five-year run gave him firsthand insight into scaling a business, managing entrepreneurial risk, and executing in the real world.
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That blend of market rigor and real-world execution defines how he helps clients today.
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Charts & Parts is where the PRR was born. SMA brings it to life through strategy and execution.