Beyond the basics. Built for you.

You’ve worked hard to build your wealth—and you deserve more than generic financial advice in return. At Paragon, we deliver the same level of strategic insight and care typically reserved for the ultra-wealthy, without the barriers.

Our team brings deep experience from one of the world’s top investment banks, applying that expertise to every client relationship. The result? A personalized, high-level approach to wealth management that’s designed to serve you—your goals, your values, your future.

HOW WE SERVE YOU.

Intentional Planning. Lasting Impact.

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, you’ll receive personalized planning from a CERTIFIED FINANCIAL PLANNER™ professional, covering all the critical aspects of your financial life:

  • We don’t limit you to basic strategies. We collaborate with your tax and legal professionals to find what works best for your needs. This may include advanced structures like trusts, or asset protection strategies designed to safeguard what you’ve built.  Our investment strategy is tailored to your specific needs with the goal of minimizing taxes, so you keep more of what you earn.

  • Independent advisors often default to mutual funds or ETFs because they require less research. If you’re young and just beginning to invest, 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 primarily 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, your portfolio is built primarily with individual stocks—allowing us to help you mitigate 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. Your portfolio should match your values.

WHAT POWERS YOUR STRATEGY.

Investment resources

Your investment strategy is unique to your specific goals and financial situation. No two clients are the same. After understanding your objectives, we build a portfolio that is customized to you and meets your goals.

Investment Strategy

Retirement is what you have worked so hard to obtain over the years.  Many pre-retirees feel overwhelmed and uncertain if they will be able to live the retirement they have hoped for.  At Paragon we take the time to plan for, in detail, the retirement life you want.  Our goal is to give retirees Clarity, Confidence, and Control over their retired life.

Retirement Planning

Risk Management & Insurance

As a fiduciary advisor to the clients we work with, our job is to mitigate risk in their financial lives.  Whether that is investment risk, estate risk, or life insurance our job is to ensure all areas of our client’s lives are protected from the unforeseen.

Philanthropic Planning

Many of the families Paragon serves have worked hard to build estates that exceed their lifetime spending needs. Advanced gifting and family foundations offer meaningful ways to support loved ones and charities—allowing you to witness the impact of your giving during your lifetime. At Paragon, we help families craft philanthropic strategies that align with their goals and values.

We collaborate with your estate planning attorney and CPA to ensure your financial plan works together with your estate plan.

Estate Planning Strategy

It’s not just what you make—it’s what you keep. At Paragon, we’re mindful of how taxes impact your net return. As part of our portfolio management, we focus on minimizing potential tax exposure wherever possible. Our goal is simple: to help you keep more of your hard-earned wealth.

Tax Planning

Looking ahead. Planning with purpose.