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Six Time Recipient of Best of State

Posted May 8, 2015 by paragon. tags:Tags: , , , , ,
daveonstage2

For Immediate Release:

Paragon Wealth Management, a national leader in the investment and wealth management field is proud to have been awarded the 2015 Best of State Award for Investment Advisory Services.

This is the Sixth year that Paragon has been awarded this prestigious award, that recognizes their commitment to financial excellence and the community they provide for in Utah. Paragon also received the award in 2008, 2011, 2012, 2013, 2014 and now 2015.

“This is has been an exciting year for us,” says David Young of Paragon Wealth Management. “It’s wonderful to be recognized for all of our hard work and dedication to our clients.”

The company has been focused on the best customer service in helping their clientele with 401K, asset and wealth management, as well as investment services.

The Dave Young received the Best of State Award for the Paragon Team at Best of State Gala at the Salt Palace Convention Center on May 8th in Salt Lake City.

Recognized as one of America’s 50 fastest-growing RIA Firms, Paragon follows the high standards of fiduciary responsibility. With over 28 years of experience within the investment and wealth management field and now 6 Best of State awards, Paragon is being recognized as Utah’s premier advisory firm.

To find out more about Paragon Wealth Management: “Like” them on Facebook or please visit

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Media Contact:
David Kyle
for Paragon Wealth Management
801-375-2500

About Paragon Wealth Management:

Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 26 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record.

Judging criteria for the Best of State Award Reference: http://www.bestofstate.org

There are three basic judging criteria used by the judges, and each has a different weight.

The Best of State judging process involves a 100-point system. The 100 points are allotted in the three following areas:

50 points are possible regarding the overall excellence, superiority and quality of a nominee’s products, services or performance.

30 points are possible regarding the creativity which nominees display to differentiate themselves from their competition.

20 points are possible regarding the nominee’s accomplishments to improve the quality of life in their community and state, and their efforts to make the world a better place.

Disclosure: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

Dave Young Receives Advisor With Heart Award

Posted May 4, 2015 by paragon. tags:Tags: , , , ,
Advisors with Heart Awards

FOR IMMEDIATE RELEASE  

2015 Best of State Winner Paragon Wealth Management Receives the Wealth Management Advisor’s with Heart Award

Provo, Utah (May 4, 2015) Paragon Wealth Management announced today that Founder and CEO, Dave Young has been chosen as a recipient of the 2015 Advisors with Heart Award from WealthManagement.com. The 10 recipients were chosen from nearly 150 nominations.  Wealth Management’s 35th annual Advisors with Heart Award honors advisors around the nation who put sweat equity into philanthropic and charitable causes. These Financial Advisors go beyond just writing a check or serving on the board of an organization.  Each one brings his or her unique skill set to the table when serving others. “It’s all about empowering single moms and giving them hope. We do it because it’s the right thing to do.” said Young.

Dave Young launched Paragon Wealth Management in 1986 because he wanted to spend more time with his family.  He also realized that investors needed better and more effective ways to invest their money if they wanted to be able to reach their financial goals. He turned a personal knack for investing (and some proprietary momentum trading models) into a financial advisory firm, Paragon Wealth Management, and now oversees some $100 million for about 150 clients.

In 2010 Dave’s son in-law unexpectedly passed away, leaving behind his daughter Katie and his newborn granddaughter. After watching his daughter go through the struggles of single parenthood combined with the financial strain of trying to go back to school to earn her degree, Dave knew he needed to do something.  Together with his daughter Katie, they founded the Live Your Dream Foundation.  It’s sole purpose is to help single mothers obtain a college education to better their futures, support themselves and their families.

Each year the foundation hosts their Pioneer Day “Raft and Run” event where participants paddle five miles down the Provo River, followed by a five-kilometer run. “It’s a unique event,” Young says, and other organizations have approached him about replicating it. Some 300 people participated, and the foundation has raised over $50,000 to fund dozens of scholarships for single mothers with little means to help themselves.

The next goal for the Live Your Dream Foundation is creating an intuitive website where single moms can easily find all the resources they need to put their lives back on track. “These women need someplace they can go where they can say, ‘Yes, I can see a path to this. I can see how to make this happen.” Commented Young.

About Paragon Wealth Management: 

Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 28 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record. For more information about Paragon Wealth Management, please visit:  www.paragonwealth.com.

Media Contact:  Cindie Quintana  801.879.6136

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Paragon Receives It’s 5th NABCAP Award

Posted October 1, 2014 by paragon. tags:Tags: , , , ,
NABCAP Logo

For Immediate Release:

Paragon Receives It’s 5th NABCAP Award.

Paragon Wealth Management, a national leader in the investment and wealth management is honored to have been named a 2014 NABCAP Premier Advisor. This is the 5th year Paragon has named a NABCAP Premier Advisor.

The National Association of Board Certified Advisory Practices or NABCAP annually selects an exclusive group of financial advisors who represent the trusted standard of excellence in the Financial Services Industry.

NABCAP is a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process assesses 20 categories of practice management, which include areas such as experience, credentials, assets under management, fee structure and philosophy among other factors.

“We never consider the NABCAP award to be sure thing” says David Young, CEO and Founder of Paragon Wealth Management.  “We work hard everyday to meet and exceed our clients expectations .”

About Paragon Wealth Management:

Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 26 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record.

About NABCAP

The primary focus of the National Association of Board Certified Advisory Practices is to serve the needs of the investing public. Their multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. Comprehensively evaluating and validating twenty categories within a financial advisory practice distinguishes their process. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective not subjective. The Board’s attention is centered on investor’s financial needs and an advisory practice’s probability to service those needs. Both investors and advisors can now rely on a trusted standard of excellence to help guide them within the Financial Services Industry.

For more information, please visit www.nabcap.org.

Media Contact:
David Kyle
for Paragon Wealth Management
801-375-2500

Disclosure: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

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Top Registered RIA 2014

Posted August 1, 2014 by paragon. tags:Tags: , , ,
RIA Survey and Ranking 2014

For Immediate Release:

Paragon Wealth Management Awarded Top Registered RIA 2014 by Financial Advisor Magazine.

We are pleased to announce that Provo, Utah based Paragon Wealth Management was featured in the July issue of Financial Advisor Magazine which released its annual ranking of the Top Registered Investment Advisors across the United States.   This is the fourth year that Paragon has been featured among the Top 500 independent firms nationally, and was 1 of only 4 Utah-based firms listed in the publication.   Financial Advisor is a leading educational and industry publication for investment advisors and financial management professionals.   The magazine’s 2014 RIA Ranking is based on publicly verifiable data as provided in each RIA’s regulatory disclosures in Form ADV.

Advisors were ranked by their total discretionary and non-discretionary assets under management, their average assets by client and percentage year over year growth.

Paragon follows the high standards of fiduciary responsibility. With over 28 years of experience within the investment and wealth management field.

To find out more about Paragon Wealth Management: “Like” them on Facebook or please visit

Home

Media Contact:
David Kyle
for Paragon Wealth Management
801-375-2500

About Paragon Wealth Management:

Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 26 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record.

Disclosure: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

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Sponsors Scholarship Awards

Posted May 28, 2014 by paragon. tags:Tags: , , ,
Raft and Run Logo

“Pioneer Day Raft and Run” Triples Live Your Dream Foundation’s College Scholarship Awards in 2014-2015

Annual Event Gives Single Utah Moms College Hope

PROVO, Utah—May 28, 2014–In its second year, The Pioneer Day Raft and Run will give more single moms a chance of achieving their college dreams if Paragon Wealth Management Founder and President and Live Your Dream Foundation visionary Dave Young continues to have his way. On the July 24th Pioneer Day holiday, charity event sponsor Paragon Wealth Management along with other Utah-based corporate and non-profit sponsors invite Utah families and individuals who love the outdoors to join in the fun and register to participate in this event that combines the excitement of a five-mile raft float with a 5k fun run. 

To showcase the program’s success with its scholarship recipients, the Live Your Dream Foundation produced a video to share the quality of life stories already achieved in just the past few years. 

Inspired by Young’s daughter Katie Bunnell, whose husband’s passing left her to provide for their three-month-old daughter, the “Live Your Dream” scholarship helps single mothers in difficult situations pursue a college education. The scholarship awards up to $2,000 per individual applicant and can be used for tuition at any Utah university or college. Due to an increase in demand and support from sponsors, the Live Your Dream Foundation decided to add a few more scholarships for 2014-2015; the deadline for new scholarship applications is July 18, 2014. 

The 2nd Annual Pioneer Day Raft and Run begins at Canyon Glen Park where participants load on buses for transportation to the race start, beginning with a raft trip on the Provo River to Vivian Park. Once the raft docks, each team member will be timed to the finish of the 5k run at Canyon Glen Park. To learn more about the event, prizes, and to register, visit www.raftandrun.com.


About The Pioneer Day Raft and Run

On Utah’s Pioneer Day (July 24, 2014), Provo-based Paragon Wealth Management in participation with High Country Adventure and other key sponsors will present Utah’s 2nd Annual The Pioneer Day Raft and Run to endow the “Live Your Dream Scholarship,” created to help single mothers achieve their dreams of completing a college degree. The scholarship awards up to $2,000 per individual applicant and can be used for tuition at any Utah university or college; in addition, scholarships for books and fees are also awarded. For more information and/or to register, go to www.raftandrun.com

Media Contact:  Lee Rech
for The Pioneer Day Raft and Run
801.556.8423 – cell

lee@lbrcommuications.com

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Awarded Best of State 2014

Posted April 9, 2014 by paragon. tags:Tags: , , ,
Best of State Banner

For Immediate Release:

Paragon Wealth Management Awarded Best of State 2014 for Investment Advisory Services.

Paragon Wealth Management, a national leader in the investment and wealth management field is proud to have been awarded the 2014 Best of State Award for investment advisory services.

This is the Fifth  year that Paragon has been awarded this prestigious award, that recognizes their commitment to financial excellence and the community they provide for in Utah. Paragon also received the award in 2008, 2011, 2012, 2013 and now 2014.

“We are excited to once again win Best of State,” says David Young of Paragon Wealth Management. “We never get too comfortable being the best, we are just always working hard to provide the best service for our clients.”

The company has been focused on the best customer service in helping their clientele with 401K, asset and wealth management, as well as investment services.

Proud representatives of the wealth management company will be attending the Best of State Awards Gala on June 4th in Salt Lake City.

As one of America’s 50 fastest-growing RIA Firms, Paragon follows the high standards of fiduciary responsibility. With over 28 years of experience within the investment and wealth management field and now 5 Best of State awards, Paragon is being recognized as Utah’s premier advisory firm.

To find out more about Paragon Wealth Management: “Like” them on Facebook or please visit

Home

Media Contact:
David Kyle
for Paragon Wealth Management
801-375-2500

About Paragon Wealth Management:

Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 26 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record.

Judging criteria for the Best of State Award Reference: http://www.bestofstate.org

There are three basic judging criteria used by the judges, and each has a different weight.

The Best of State judging process involves a 100-point system. The 100 points are allotted in the three following areas:

50 points are possible regarding the overall excellence, superiority and quality of a nominee’s products, services or performance.

30 points are possible regarding the creativity which nominees display to differentiate themselves from their competition.

20 points are possible regarding the nominee’s accomplishments to improve the quality of life in their community and state, and their efforts to make the world a better place.

Disclosure: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

 

2010 NABCAP Premier Advisors of Utah

Posted November 5, 2010 by paragon. tags:
NABCAP 2010

Paragon Wealth Management was selected by NABCAP to be included in the Premier Advisors of Utah list in the November 2010 issue of Utah Business.

Financial decisions can be among the most important decisions in an individual’s life. Capable advisors serve an important role in facilitating those decisions. Separating and distinguishing the strongest practitioners from the industry’s pool of advisors is a clear benefit to the investing public. The National Association of Board Certified Advisory Practices (NABCAP) is an unaffiliated, nonprofit organization that was created to tackle the daunting challenge of identifying top practitioners. NABCAP promotes higher standards and transparency, which are vital to the long-term success of the investing public.

MAKING THE GRADE

NABCAP and its board of directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor’s benefit. The NABCAP list of Premier Advisors is not merely defined by assets under management or revenues produced. Instead, NABCAP attempts to identify top advisors regardless of size, firm or affiliation.

 

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