Looking for a financial advisor specializing in helping business owners and individuals?

Damon Paull is a Houston, TX based financial advisor.

As a Houston-based wealth management advisor, I specialize in collaborating with Business Owners & Human Resource teams to strategize the optimal investment portfolio and a comprehensive benefits package for you and your dedicated employees. I have a passion for supporting entrepreneurs and being their trusted partner as they expand. Furthermore, my team and I provide expert guidance to families and individuals in crafting comprehensive financial plans & multi-generational investment portfolios. Our core focus is on creating lasting wealth for future generations. 

PROFESSIONAL HIGHLIGHTS

I embarked on a remarkable journey that led me to become a dedicated financial advisor in Houston, Texas. After high school, my path began in the Marine Corps. Growing up in the dynamic locales of Virginia Beach and Kansas City, I was inspired by a life-changing meeting with the legendary Marine sniper, “White feather”, Carlos Hathcock.  During my time in the Marines, I served in a California-based infantry unit, seeking constant challenges. Eager for more, I completed the Marine Security Guard school, where I honed my skills and provided unwavering security for esteemed U.S. Embassies, NATO, and various U.S. Government facilities in Europe and the Middle East regions.  After an honorable discharge, I utilized my invaluable military expertise while working for U.S. Government defense contractors. Immersed in overseas sandpits, I was deployed on teams such as the Ambassadors Security Detail, counternarcotics, and other government agency projects as a CIA contractor.

My journey then took me to a commodities financial firm specializing in trading oil and gas NYMEX contracts and other Chicago Mercantile Exchange (CME) derivatives. This experience fortified my financial acumen and broadened my understanding of the intricacies of the investments market.

Prior to my current role, I contributed my skills and knowledge to General Motors in the auto manufacturing sector. This diverse background equipped me with a well-rounded perspective on various industries.

Finally, my career reached new heights when I made the pivotal decision to join Totus Wealth Management in Houston, Texas. This move to an independent firm empowered me to offer my clients an extensive range of investment options, imbuing their financial portfolios with immense value. My dedicated team and I are passionate about empowering our clients with diverse investment strategies that unlock their full financial potential.

By partnering with me, you can expect:

• Personalized Financial Guidance: Tailored strategies that align with your business’ unique goals and aspirations.
• Comprehensive Wealth Management: A true holistic approach that encompasses investments, employee benefits, risk management.
• Expert Market Analysis: In-depth market research and analysis to help you make informed investment decisions.
• Proactive Portfolio Management: Continuous monitoring and adjustments to optimize your portfolio’s performance.
• Commitment to Your Success: A steadfast dedication to your financial well-being, driven by a genuine desire to see you and your business thrive.
   

Together, we can navigate the complex financial landscape, seize opportunities, & embark on a prosperous journey towards your financial dreams.

Commitment to Continuous Education

• University of Massachusetts-Amherst, Isenberg School of Management - BBA in Finance
• American Military University - Associates in Accounting
• Yale School of Management CIMA investments program
• College of Financial Planning - Accredited Wealth Management Advisor (AWMA)
• Stanford University - Energy Innovation and Emerging Technologies
• Villanova University - Lean Six Sigma

In Progress

• Certified Investment Management Analyst (CIMA) financial test
• Chartered Financial Consultant (ChFC) designation
• Masters of Science in Energy from Texas A&M

Community Outreach

• Ambassador, Cy-Fair Houston Chamber of Commerce
• V.P. of Community Outreach, ATA-Houston
• Scottish Rite for Children
• Financial Securities Advocate, NAIFA
• 5k - 10k calorie burning run for charities

Totus Wealth Management
701 North Post Oak Rd., Suite 320
Houston, TX 77024

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

investing

Secure Your Retired Life with a Gold Individual Retirement Account Rollover Approach

In today's unsure economic environment, protecting your retirement has actually never ever been a lot more important. One method getting appeal amongst investors is the Gold individual retirement account rollover. This positive approach allows individuals to diversify their retired life profile and protect their financial savings versus market volatility.Why consider a Gold individual retirement account rollover? The answer lies in the intrinsic worth of gold as a concrete property that has stood up to the examination of time. Unlike paper money or supplies, gold holds its worth over centuries, making it a reliable bush against inflation and economic declines. By converting a section of your conventional IRA or 401( k) right into a Gold individual retirement account, you can add stability and resilience to your retirement nest egg.Understanding the advantages of buying gold for retirement is essential to making
notified financial decisions. Gold has actually traditionally functioned as a safe house possession during times of situation, preserving riches when various other investments falter. In addition, gold often tends to relocate independently of supplies and bonds, offering beneficial diversification to your retirement portfolio.Initiating a Gold IRA rollover is a straightforward process that includes working with a reputable custodian that focuses on precious metals Individual retirement accounts

. As soon as you have actually chosen a custodian, they will certainly help you in liquidating your existing possessions and transferring them into an IRS-approved gold bullion or coin account. It's necessary to carry out extensive research study and due diligence when choosing a custodian to guarantee conformity with internal revenue service regulations.Top tips for a successful Gold IRA rollover approach consist of establishing clear investment goals, expanding across different precious metals, and remaining informed about market trends.

Think about dealing with a financial advisor that understands the complexities of gold investing to help you navigate this customized area effectively.Safeguarding your retirement with gold investments provides satisfaction understanding that your wide range is secured against geopolitical uncertainties and currency decrease. As a physical property with innate worth, gold acts as a trustworthy shop of wealth that can be given via generations.In conclusion, carrying out a Gold individual retirement account rollover method can improve the durability and longevity of your retirement savings. By using the power of gold's enduring worth, you can fortify your financial future and take pleasure in higher safety during retirement years. Take positive actions today to secure tomorrow's prosperity with a Gold individual retirement account rollover.

gold ira rollover

Don't Fall Victim to Gold Individual Retirement Account Scams: A Comprehensive Guide to Securing Your Retired Life Funds

In today's unpredictable monetary landscape, protecting your retirement funds is more crucial than ever before. One investment method that has actually gained appeal over the last few years is a Gold individual retirement account, supplying people the possibility to diversify their portfolios and bush versus economic unpredictabilities. However, with the rise of Gold individual retirement account rip-offs, it's necessary to inform on your own on exactly how to secure your hard-earned money from illegal schemes.Gold IRA scams

have come to be significantly common due to the allure of buying rare-earth elements and the assurance of high returns. Scammers prey on individuals seeking to protect their monetary future, utilizing deceitful methods to lure them into deceptive systems. Understanding the danger postured by these scams is the primary step in the direction of securing your retirement funds.When thinking about a Gold IRA financial investment, it's essential to be knowledgeable about red flags that may show a prospective rip-off. High-pressure sales strategies, promises of assured returns, and unproven cases of unique deals are all warning signs to keep an eye out for. Additionally, be cautious of unrequested offers or offers that appear as well great to be true-- they typically are.To safeguard yourself from coming down with Gold IRA scams, below are some ideas to keep in mind:1. Do Your Due Diligence: Study any type of business supplying Gold individual retirement account financial investments completely prior to committing any kind of funds. Check for consumer reviews, rankings from independent companies, and problems lodged with regulative bodies.2. Validate Qualifications: Make certain that the company you're considering is accredited by trustworthy organizations such as the Bbb or sector organizations like the Expert Numismatists Guild.3. Seek Expert Advice: Talk to an economic consultant or investment expert that can supply advice on whether a Gold individual retirement account is

suitable for your economic objectives and take the chance of resistance.4. Diversify Your Profile: Stay clear of placing all your eggs in one basket by diversifying your investments throughout different possession classes, consisting of supplies, bonds, and actual estate.While it is very important to be vigilant against possible rip-offs, it's also useful to gain from real-life instances of individuals who have fallen victim to Gold IRA systems. Hearing their tales can work as a sign of things to come and emphasize the significance of carrying out comprehensive due persistance before making any investment decisions.When searching for a respectable Gold individual retirement account service provider, there are several key considerations to remember:1. Track record: Look for firms with a strong track record of client contentment and positive evaluations from past customers.2. Transparency: Choose a provider that is clear about costs, processes, and prospective risks connected with Gold individual retirement account investments.3. Customer Support: Go with a firm that

supplies exceptional customer support and support throughout the financial investment process.By staying notified and working out care when checking out Gold

individual retirement account financial investments, you can better shield your retired life funds from potential scams and make informed decisions concerning securing your monetary future. Keep in mind: persistance is vital when it concerns protecting your hard-earned cash.

Gold IRA Scams