Private wealth management that puts you first

You’ve worked to build wealth. So, at Paragon, we believe you deserve more than standardized financial advice—you deserve the same care and expertise usually reserved for the ultra-wealthy. But too often, these more sophisticated offerings are inaccessible for individuals, leaving you to rely on mass-market strategies that may not deliver the desired results.

We’re here to change that.

With deep experience from one of the world’s top investment banks, our team brings high-level expertise to all our clients. We combine that with personal service to help you feel confident about your financial future.

Our Approach

Basic strategies can be a great way for new investors to build a foundation. But as your wealth grows, relying on cookie-cutter approaches could mean missing out on opportunities or leaving your assets vulnerable to market downturns.

At Paragon, we leverage our institutional expertise to help your money do more for you. We don’t believe in one-size-fits-all approaches—instead, we offer advanced financial planning and investment strategies tailored to help you achieve your goals.

  • We don’t limit you to basic strategies. We’ll collaborate with your tax and legal professionals to find what works best for your needs. This may include advanced structures like trusts, permanent life insurance, or asset protection strategies designed to safeguard what you’ve built.

  • Independent advisors often default to mutual funds or ETFs because they require less research. If you’re young and have few assets, that approach can help you diversify. But as your wealth grows, it means you’re paying two layers of management fees—one to your advisor and another to the fund managers. These additional fees create a constant drag on your returns. At Paragon, we use individual stocks, so you’re not double paying for investment management.

  • With mutual funds, you lose control over your taxes since the mutual fund manager makes sale decisions. With Paragon, you’ll have primarily individual stocks, allowing us to help you minimize tax liability.

  • We tailor your portfolio to reflect your personal values and preferences. If there are industries you prefer to avoid, we’ll customize your holdings to align with your beliefs. That way, you can feel better about where your money is invested.

At Paragon, there’s nothing cookie-cutter about our approach. Your portfolio is one of a kind, designed to fit your unique needs.

Financial planning to help you achieve your goals

At Paragon, we take financial planning seriously since this determines how you build, protect, and ultimately leave your legacy. So, everything we do is driven by your financial plan. You’ll receive personalized planning from a CERTIFIED FINANCIAL PLANNER™ professional, covering all the critical aspects of your financial life:

  • Investment Strategy

    Customized approaches to grow and protect your wealth, always in line with your risk preferences

  • Risk Management & Insurance

    Strategies to safeguard against the unexpected

  • Retirement Planning

    Ensuring you’re prepared for the future you envision

  • Philanthropic Planning

    Helping you make a meaningful impact in the most tax-efficient way possible

  • Estate Planning

    Collaborating with your legal professional to find optimal strategies to help protect your legacy and pass down wealth tax-efficiently

  • Tax Planning

    Working with your tax professional to go beyond their basic tax preparation services to find ways to lower your tax liability

Proactive services that help you feel confident

Financial advice is often reactive— addressing defensive strategies only after a market downturn has occurred, for example. At Paragon, we believe in being proactive, not reactive. Our ongoing services and frequent check-ins help keep you prepared. We’re here to help you survey the horizon, anticipate potential challenges and ensure you’re ready for them.

Whether it’s related to helping you prepare for retirement, selling your business, or passing down wealth, we’re here to help you stay prepared and informed.