Thomas D. Paulus

Managing Principal, Senior Lead Advisor

Thomas D. Paulus

Managing our Berwyn, PA office, Tom brings over 26 years’ experience in the investment industry, specializing in personalized wealth management solutions for high net worth individuals and families.

Tom joined our team after the 2015 merger with Weathervane Wealth Management, a Registered Investment Advisor (RIA) with over $130 million in assets under management, which he founded in 2004.

Tom graduated from Temple University with a B.B.A in Finance and started his career as a Financial Consultant at Shearson Lehman Brothers. He is the former President of Patriot Advisors and former President and Founder of Bond and Paulus Associates, both Registered Investment Advisory firms that worked with high net worth individuals and families throughout the country.   He is currently the Managing Partner of Weathervane Capital Partners, a private real estate investment firm that develops, acquires and manages commercial real estate investments on behalf of qualified individuals and institutional investors.

Tom has served on a national advisory committee for Tamarac, Inc., the Board of Directors and Finance Committee for Chester County Community Foundation, the Board of Directors for Patriot Bank and Finance Committee for Montgomery School.

Tom lives in Chester Springs, PA and Key Largo, FL with his wife and their two children who attend college.