Our story.
Our wealth management journey started in 1994 with a dedication to exceptional client portfolio creation, long-term planning, and ongoing service. In 2008, Paul teamed with Lisa, who had decades of personal client service, and elevated the level of white glove service that they earnestly strive for every day. In 2019, Steve joined the practice to bring experience in portfolio analysis and add another layer of client service, achieving the coveted CIMA designation. In 2023, Jorge joined the team, bringing experience in both financial advisory as well as client service. In launching Gold Key Private Wealth, Kristin joined the team, bringing her experience in relationship and project development, marketing, advertising, and overall business strategy.
The Gold Key team.
Our team provides portfolio management, financial planning, insurance solutions, and client service. Each member holds securities licenses and maintains the credentials necessary to serve families with complex financial situations.
The bottom line? Your wealth receives the specialized attention it requires.
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Paul J. Oblon
Founder, Managing Director
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Lisa M. Paulosky
Director of Operations & Client Experience
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Steven D. Doyle, CIMA®
Senior Private Wealth Advisor
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Jorge Palacios
Senior Registered Client Associate
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Kristin Oblon
Vice President, Business Strategy
What Guides Our Work
The Gold Key standard.
These principles drive our decision-making. They form the foundation of the relationships we build and define the standard of service you can expect for every family we advise.
Discretion and
Partnership
Your financial matters remain confidential. Our relationship is built on mutual respect, transparent communication, and a sustained commitment to helping protect your privacy while advancing your objectives.
Technical Depth and Strategic
Perspective
Your wealth situation may require hedging strategies, structured solutions, estate coordination, or banking access. We provide the high-level resources and decades of market perspective needed to address these complexities across multiple economic cycles.
Legacy and Enduring
Impact
Your wealth can support multiple generations when structured intentionally. We help you create continuity, define purpose, and establish security for the family members and causes that matter most to you.
The Origin of Gold Key Private Wealth
A Symbol of enduring value.
The name Gold Key Private Wealth reflects both the substance of our strategies and the capability of our practice. Strength, sophistication, comprehensive access—Gold Key represents all of these.
Your master key.
Complex wealth spans multiple domains: portfolios, estates, tax strategies, and banking relationships. Gold Key coordinates all of it. We provide investment management while serving as the central point of coordination for estate planning, tax efficiency, and banking solutions. One relationship. Complete oversight.
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
