Wealth Management Services

Wealth Management | Investment Services | Asset Management | Wealth Advisors

Do More With Your Money.

The Paragon Track Record:

Educational Resources:

Wealth Management Services

Are you looking for a better way to invest?

Would you like to do more with your money?

Then you are like most investors. It is difficult to find a financial advisor who has a successful performance record and has your best interest in mind.

At Paragon we offer an exclusive Asset Management program for clients with a portfolio management focus and $200,000 to $1,000,000 to invest.

For a limited number of clients with more than $1,000,000 to invest, we provide a comprehensive Wealth Management program. By limiting our Wealth Management clientele, we can provide the highest level of attention and service to our clients.

Our Portfolios

At Paragon we offer a number of different portfolios depending on your individual needs, goals and other financial objectives. Our portfolio options include:

Fees

Fees are based on a percentage of the overall value of the client's invested assets. When determining the fee, the entire family of accounts is considered and higher account balances are charged a lower percentage in accordance with a published schedule. Fees are deducted quarterly and are tax deductible. To make sure our interests are always perfectly aligned with yours, Paragon advisors never sell financial products or receive sales commissions. And with Paragon, there are never any hidden fees or surrender charges. What you pay for is our guidance, expertise, and ongoing portfolio and wealth management monitoring.