Tag Archives: Award

Best of Utah Valley

Posted May 13, 2015 by paragon. tags:Tags: , , , , ,
Best of Utah Valley

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You voted for your faves and we heard your raves. Now here’s the cream of the crop, the top of the heap and (according to ya’ll) the best in the west.

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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