Paugh, Carlson & Associates Wealth Management
Our team is focused on helping clients in our surrounding communities preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, charitable giving, insurance needs, inter-generational wealth building and tax efficient transfer of your estate. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40+ years combined experience in financial services, and our expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life - a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
For over 16 years, we have been using Mike Paugh and his team at IG Wealth Management as our financial advisors. We chose Mike because of his attention to detail, his number crunching, his understanding of the many programs and supports offered to help us navigate our financial security in retirement. He and his team get together with us regularly and make suggestions on how best to invest, but also the most tax efficient way of drawing out income on a regular basis. We have become friends and have collaborated on a number of events in the community, and we have recommended Mike and his team to other investors and organizations because of the trust and experience we have had.
- John B.
Professional, knowledgeable, and has the highest level of integrity. Strategy orientated and constantly making progress!
- Hennie T.
Mike and his team have provided my wife and I with a sensible and solid financial plan to move us confidently through our retirement years. They have the tools and expertise to quickly and accurately adjust this plan for the changes either due to external economic policies or our lifestyle needs. We have been pleased with our overall portfolio results and access to online tools, and, therefore, would enthusiastically recommend Mike and his team at IG Wealth for any financial planning needs.
- Albert P.
We’ve depended on Mike to handle our investment portfolio for many years. His financial insight and knowledge is impressive and his measured, thoughtful approach to investing have proven invaluable. His expertise in investment planning and his grasp of tax law has helped us not only grow our investments but also minimize tax implications once we needed to liquidate some of those investments. Over the years, his role of financial advisor has gradually changed to that of trusted friend.
- Gary C.
We have been working with Mike for approximately two years. During this time, he has provided detailed and individualized financial plans. He has also given much thought and effort toward the educational plans for our two sons. With Mike’s assistance, we have a detailed plan on our investments and feel confident that we are properly planning for retirement and other financial goals.
- Cameron & Robyn F.
Over the years that I have worked with Mike Paugh and his team, I have called them my Three Musketeers. Mike is patient, kind, and you get the sense that he is always doing his best for you. He is easy to open up to, making it comfortable to talk about all the things they need to know in order to help you the best they can. I always leave with a smile on my face, and we always find a reason to laugh together. My appointments with Mike and his team are something to look forward to!
- Mary D.
For 30 years, we have been using Mike Paugh at IG Wealth Management as our financial advisor, both for ourselves and our children. We chose Mike because of his attention to detail, his knowledge of more complex insurance and investment products and strategies, and for his willingness to go above and beyond to help us navigate our financial security in retirement. Over the years, we have stuck with Mike and his team as he has never failed to deliver results, even as his practice and client base have grown exponentially. I would unequivocally recommended Mike and his team to other investors and organizations.
- Barry M.