Paragon Wealth Management

A Client-Centric Approach to Wealth Management

Paragon Wealth Management empowers individuals to achieve their financial goals through personalized investment strategies and unwavering guidance. Founded on the principle that financial well-being is deeply personal, we prioritize understanding your aspirations and aligning your investments with your unique values and objectives.

Decades of Expertise

With over 38 years of combined experience in wealth management and a track record of success, our team understands the intricacies of the financial landscape. This proficiency allows us to navigate market volatility, mitigate risks, and maximize returns for our clients.

Custom Investment Strategies

At Paragon, we believe in a personalized approach to wealth management. We work with you to create a custom investment portfolio tailored to your financial goals and risk tolerance. Our rigorous research and meticulous selection process ensure that your investments are aligned with your individual needs and aspirations.

Transparency and Accountability

As a fiduciary, we are legally obligated to act in your best interest. Our commitment to transparency and accountability is reflected in our open communication, detailed performance reports, and responsive client service.

Our Services

Our comprehensive services encompass:

• Retirement Planning: Optimize your retirement accounts and investments to ensure a secure and comfortable post-career.
• Investment Management: Design and implement a personalized investment portfolio that aligns with your goals and risk tolerance.
• Financial Planning: Develop a holistic financial plan that encompasses all aspects of your financial life.
• Estate Planning: Ensure your financial assets are adequately protected and distributed according to your wishes.
• Tax Planning: Minimize your tax burden and maximize your return on investments.

Join the Paragon Family

When you partner with Paragon Wealth Management, you become part of our close-knit family. We are dedicated to your success and are committed to providing you with personalized attention, customized solutions, and exceptional client service every step of the way.