Privacy
Paragon Wealth Management ("Paragon") is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our clients. We recognize that with this privilege comes a responsibility to maintain the confidentiality of the personal information that they share with us. We take this responsibility very seriously.
INTERNAL USE OF INFORMATION
To conduct regular business, we may collect nonpublic personal
information from sources such as: information reported by our clients on
applications or other forms they provide to us; or information about
their transactions with other affiliates. As Paragon shares nonpublic
information solely to service our client accounts, we do not disclose
any nonpublic personal information about our clients, or former clients
to anyone, except as permitted or required by law. Paragon employees are
bound by strict confidentiality agreements and any misuse of client
information will be grounds for disciplinary action up to and including
termination.
NON-AFFILIATED THIRD PARTIES
At times, we may disclose nonpublic personal information to
nonaffiliated third parties. We may share any of the information that we
collect as described above. We may disclose nonpublic personal
information about our client to the following types of non-affiliated
third parties: Charles Schwab and Company and other financial
institutions, in order to maintain our client's accounts; financial
service providers such as mortgage brokers, insurance companies, banks,
attorneys, accountants, and actuary firms, only with a client's prior
authorization.
OUTSIDE LINKS
This Web site contains links to other sites. Paragon Wealth
Management is not responsible for the privacy practices of these other
sites, and we encourage you to read the privacy statements of any other
site that collects personal information.
SUMMARY
Paragon is committed to maintaining the confidentiality, integrity,
and security of the personal information that is entrusted to us by our
clients. Except as described above, Paragon does not share customer
information. If information is requested by subpoena or investigation of
fraudulent activity, etc. we are required by law to comply. We will not
rent, sell, trade, or otherwise release or disclose any personal
information about our clients. Any information that our clients provide
to us is for Paragon's use only. If our clients decide to close their
account(s), we will adhere to these privacy policies and practices.
QUESTIONS
We welcome questions and comments about our privacy policy. Also, if
you would like to be added or removed from our contact lists please
email us at info@paragonwealth.com or call us at 801-375-2500.
- Copyright 2010 Paragon Wealth Management Winner Best of State Utah 2008


