Charles Schwab

                        
 

Paragon  Wealth Management was named one of Wealth Manager's "Top Dogs" in 2008, an award that recognizes the top advisory firms in the country. The rankings were printed in the July/August 2008 issue of Wealth Manager Magazine. To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial planning services. Wealth Manager ranks organizations that meet these criteria by the size of their average client relationships, not by total assets, in order to highlight the firms with the wealthiest clientele. Paragon was one of 500 firms in the United States chosen for this honor.

 

 


Paragon received the prestigious 2008 Utah Best of State Award. We were recognized for our performance in the category of financial services. The Utah Best of State Awards recognize and promote outstanding individuals, businesses and organizations throughout Utah in numerous industries including technology, entertainment, enterprise, education, retail and sports.

 

Small Business
of the
Year Award

The Provo/Orem Chamber of Commerce presented Paragon with the Small Business of the Year Award in May, 2008. Twelve prominent business and community leaders in Provo were honored at the 20th Annual Senator Reed Smoot Outstanding Citizens Awards Banquet.