Complex Equity.
Clear Strategies.
From stock options to RSUs, we simplify executive wealth planning with solutions designed to reduce risk and preserve value.
The Executive Challenge
Executive compensation often leads to concentrated wealth—salary, bonuses, stock options, and RSUs that are difficult and costly to diversify. This creates exposure to risk and steep tax burdens, as selling shares outright can trigger significant capital gains. Without the right strategy, financial success can feel like a disadvantage.
At Paragon, we help executives manage equity compensation and build lasting financial security.
HOW WE SERVE YOU.
Your Success.
Strategically Protected.
We guide executives through the complexities of Incentive Stock Options (ISOs) and Restricted Stock Units (RSUs), ensuring your wealth plan is built for both growth and tax efficiency.
We provide tailored strategies to help you diversify and preserve your wealth, including:
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An exchange fund allows investors with concentrated stock positions to pool shares with others, receiving units in a diversified portfolio without triggering immediate capital gains taxes. This strategy helps defer taxes and reduce concentration risk, though it typically requires a seven-year holding period and accredited investor status.
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This approach mirrors the performance of an exchange fund by building a diversified portfolio designed to replicate its risk and return characteristics. It offers similar benefits without requiring direct participation in the fund itself.
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This strategy involves selling securities at a loss to offset capital gains and reduce tax liability. The proceeds are reinvested in comparable assets, keeping the portfolio aligned with long-term goals while capturing tax advantages.
Strong. Steady. Strategic
Like the bison, we face challenges head-on—with clarity, strategy, and endurance. At Paragon, we go beyond investment management, creating bespoke portfolios across public and private markets, always aligned with your circumstances. Our philosophy is rooted in stewardship, not transactions—guiding your wealth with resilience and foresight.
Led by Allen Buckley, CFP®, with over two decades of experience serving high- and ultra-high-net-worth families, we help clients achieve financial goals tailored to their lives and aspirations. Leaders who partner with us value discretion, high-touch service, and strategies built to protect their families today and their legacies tomorrow.