Wealth management without compromise.
For too long, investors have had to choose between the sophisticated investment management of big-name firms or general fiduciary advice. At Paragon, you get the best of both worlds—advanced strategies and independent advice that puts you first.
Core Values
01
We believe you, our client, are the center of our business, we do not exist without you. Therefore our advice and investment management is tailored to you and your financial situation. You should expect nothing less.
02
We believe in excellence, it is the definition of Paragon. Because of this we strive for excellence in every aspect of our relationship with you. In our communication with you to the custom tailored investment strategies we offer and all areas in between.
03
We believe in truth and transparency and that the client advisor relationship operates in a spirit of clarity and honesty. This includes the fees we charge, all fees are disclosed, we do not accept hidden compensation.
04
We believe that all clients have different value sets and that your values should be reflective in the investments you own. We will customize your portfolio to include or exclude companies based on your values.
05
We believe that when you hire us to help you achieve your goals, you’re hiring teammates to run alongside you in your financial endeavors and that it is our job to formulate and implement those goals for you and your family.
Big-firm expertise meets boutique-level service
With over 20 years of experience at one of the world’s most prestigious global investment banks, including four years in senior management, we bring a high level of sophistication to your financial planning and investment management. Then, we pair this with personalized service that helps ensure you receive the focused attention needed to achieve your goals.
Strategies as unique as you are
At Paragon Private Wealth Management, we know that no two clients are alike. That’s why we don’t believe in cookie-cutter solutions. Our approach is entirely personalized, starting with a deep understanding of your financial situation, aspirations, and values. From there, we design a custom investment strategy and financial plan that’s tailored to help you achieve your unique objectives. But we don’t stop there—we also work with your professionals to find tax and estate planning strategies to help you preserve what you’ve worked so hard to build.
-
Tailored Strategies
One-size-fits-all approaches can leave you exposed to unnecessary risks and missed opportunities. At Paragon, we craft custom strategies tailored to your unique needs, aiming for better risk adjusted results.
-
CFP® Guidance
Our team includes a CERTIFIED FINANCIAL PLANNER® professional, providing comprehensive planning and analysis to help you navigate your financial future with confidence.
-
Fiduciary Service
In an industry often rife with conflicts of interest, working with a fiduciary is essential. At Paragon, we’re on your side—delivering objective advice that’s always in your best interest.