Written by: Dave Young, President
Nate White and I, Dave Young, started this site to give you some insight into Paragon Wealth Management and some tips on investing, building wealth and maximizing your retirement income. We plan to post at least once a week. Feel free to leave comments or contact us directly.
I am the presidentand founder of Paragon Wealth Management in Provo, Utah. I have helped clients enhance their financial well-being since I began managing money in 1986. I began managing money after I sold my 12 franchise businesses. I started visiting with different investment groups to invest the funds from the sale. However, brokerage firms in the mid-80s, the traditional option at the time, did not meet my needs. Based on my personal investment experience, I believed strongly that their was a better way to manage money. In 1986 I decided to invest my own money and start a wealth management firm.
I am originally from New Mexico, and currently live in Utah. I enjoy spending time with my family, sports, the outdoors, hunting, fishing, camping, and exercising.
Years before I started investing, I performed as a magician in the late 1970s. I toured for four years performing “Grand Illusion”, a full-stage magic show while attending college. I performed over 350 shows, completed three television specials, and traveled the same circuits as David Copperfield.
Nate is Paragon’s Chief Investment Officer. He has over 11 years in the money management industry. He attended the University of Utah for his undergraduate degree in finance and Westminster College for his MBA. Throughout his investment career, he has experienced a variety of different roles and responsibilities, including counseling and advising high net worth clients on investment allocation, working on an international equity trading desk, supervising trading personnel, and researching and analyzing investment opportunities. He also has the Chartered Financial Analyst (CFA) designation.
While he attended Westminster, he participated in the D.A. Davidson Student Investment Fund. This national program gave 19 colleges and universities, including Westminster, $50,000 to invest in the stock market. At the end of each year, financial professionals evaluated the investments and posted the results. He was chosen to lead the student investment committee that made the selections for the contest, and in 2001 his team won the competition. They were also the only school to post a positive return on investment during that difficult year.
Nate is from Salt Lake City. He has four children, two boys and two girls. He enjoys snowboarding, history, running and sports.
About Paragon Wealth Management- how we differ
Paragon is a wealth management company located in Provo, Utah. With over 20 years of experience, we are dedicated to creating success for our clients. Paragon has fiduciary responsibility. They do not receive commissions and do not sell any financial products. We are Registered Investment Advisors. Unlike traditional advisory relationships, Paragon clients are free to withdraw their money at any time without paying any surrender charges.
Over the past several years, Paragon has helped several Utah charities raise close to $30,000,000. These assets have been used to fund numerous scholarships and other programs. Several charities use Paragon to manage a portion of their assets.