Paragon's Wealth Management Services are:
Private
Paragon Wealth Management provides exclusive services for clients with at least $200,000 to invest. This allows us to offer the highest possible level of premium management services and develop close, productive and long-term relationships with every client we serve.
We also reserve a select number of spaces for potential clients. This means we're always in a position to offer you an experience that combines the efficiency of FedEx with the customer care of Nordstrom’s. The bottom line is that we simply won't rest until we develop the type of relationship that enhances your life and provides you with a level of expertise and service that consistently exceeds your expectations.
Proactive
Every Paragon portfolio is driven and governed by proprietary quantitative models that enable us to be both proactive and dynamic. This means we’ve perfected and standardized investment techniques that continuously seek out and move toward areas of the market with the most potential and avoid areas that hold the least potential.
Protective
When you invest with Paragon, we become stewards of your money, and we take that responsibility very seriously. To make absolutely sure we are serving and protecting your best financial interests, we use a variety of protective tools and mechanisms.
First, as fiduciaries we carry a legal obligation to act in your best interest, and we spare no effort to uphold the trust you place in us. Second, we use a separate set of five quantitative models to determine when market risk levels are high and when they are low. Finally, all of our accounts are custodied at Charles Schwab to give you added protections, which means we cannot withdraw funds without your consent.
Management Services
Paragon offers 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:
- Conservative Portfolio (Managed Income)
- Growth Portfolio (Top Flight)
- Moderate Portfolio (Blended)
- Strategic Portfolio
- Custom Portfolio
- Annuitites
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.
Simply stated, your success is our success.
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.
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.
