Tag Archives: Awards

2015 Best of State Gala

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

On Saturday, May 9th the Paragon team attended the Best of State Awards Gala to recieve their 6th Best Of State Medal. Paragon received the Best of State Award for “Investment Advisory Services.” Utah’s Best of State presented awards in 10 main categories. Paragon Wealth Management was recognized in the Business Services category.

According to Best of State Chief Executive Officer Dana Layton, winners of the Best of State Awards have been rated and judged on their impact on the community, excellence and achievement, and innovation and originality.

An independent judging process, featuring judges with category specific credentials, has resulted in a confidential tabulation of results by the Gilbert & Steward accounting firm.

Click here for details about Best of State Criteria and Process.

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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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

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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.

 

Paragon Wealth Management Received a 2012 Best of State Medal

Posted May 24, 2012 by admin. tags:Tags: , ,
2012 Paragon Team

Paragon won the Utah Best of State Medal for Investment Advisory Services.

Provo, UT (May 24, 2012) – Paragon Wealth Management  received a medal at the 2012 Best of State Awards at the Salt Palace Convention Center in Salt Lake City on May 22.

Best of State seeks to recognize the people, organizations, and businesses that are achieving, innovating, and improving the quality of life in Utah. The Best of State judging criteria is specifically designed to consider factors that don’t necessarily show up on the income statement. Fifty percent of the possible points are for the overall achievement and excellence in service, products, or performance – including financial performance where applicable. Another 30 percent is for innovation, creativity and differentiation, and the remaining 20 percent is for contributions that make Utah a better place to live. In every category, there are numerous ways to show that a nominee measured up to the Best of State motto, “Excelling and Surpassing All Else.”

Utah’s Best of State presented awards in 10 main categories. Paragon Wealth Management was recognized in the Business Services category. They won the Best of State Medal for the investment advisory services subcategory.

Paragon has won the Best of State medal three times. Paragon received the Best of State medal in 2008 for financial Services and in 2011 for investment advisory services.

“We are honored to receive this award,” said Dave Young, Paragon’s president and founder. “It is a privilege to be recognized by the Best of State.”

The winners of the 2012 Best of State Awards were rated and judged on their impact on the community, excellence and achievement, and innovation and originality. The Best of State judges are selected based on their expertise and credibility in their particular fields. Their names are kept confidential.

“It is a privilege to receive this recognition,” said Nathan White, Paragon’s chief investment officer. “I have over 15 years of experience in the investment services industry, and I am impressed with Paragon’s investment strategies and overall business structure.”

Paragon Wealth Management has focused on perfecting their investment strategies for the past 25 years. Young started what is now called Paragon Wealth Management in 1986 when he sold his 12 franchise businesses and wanted to do more with his money. He spent the next year researching investment methods, and later started The Center for Financial Excellence. The name was changed to Paragon Capital Management and was registered with the Securities Exchange Commission (SEC) in 1993. It has since been changed to Paragon Wealth Management.

Paragon’s growth portfolio, Top Flight, generated a total return of 418.55 percent versus 86.96 percent for the S&P 500 from its inception on December 31, 1997 through first quarter 2012. Its compound annual return is 12.32 percent, versus 4.52 percent for the S&P 500 during that same time period (visit paragonwealth.com to see complete track record and full disclosures).

Disclaimer
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.

 

Paragon Received the Small Business of the Year Award

Posted May 15, 2008 by admin. tags:Tags: , , ,
The Smoot Award

Paragon Wealth Management received a Smoot Award Wednesday night, May 14, from the Provo/Orem Chamber of Commerce. The Chamber presented 12 awards in different categories and honored Paragon with the Small Business of the Year Award. It was the Chamber’s 20th Annual Senator Reed Smoot Outstanding Citizens Awards banquet.

 

Dave Young, President of Paragon firm

Dennis & Trudy, Nate & Kim, Dave & Cathy, Shannon & Patrick

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