Tag Archives: fee-only wealth management firm

Paragon Won Best of State

Posted June 20, 2014 by admin. tags:Tags: , ,
Awards of Paragon Wealth Management in Provo Utah


On June 4, 2014, Paragon Wealth Management was awarded for the 2014 Best of State Award for Investment Advisory Services. The following pictures were taken at the Best of State Gala.

Dave Young, President and Founder of Paragon Wealth Management wearing the Best of State award.

 

Above: Nate White, KaNeil Menlove, Dave Young, and David Kyle at the Best of State Gala.

Above: Dave & Cathy Young enjoying the Best of State Gala.

Above: Katie Bunnell, KaNeil Menlove & Sheldon Menlove

Above: Nate White

Above: Michelle and David Kyle Herring

Above (left to right): Sheldon & KaNeil Menlove, Nate White, Dave & Cathy Young, Katie Bunnell, Michelle & David Kyle Herring

Free Lunch Seminar- Stock Market & Economy Update

Posted January 30, 2009 by admin. tags:Tags: , , ,
Paragon Wealth Management Small Logo 2008

For those of you who live near Provo, Utah, you might be interested in attending one of these lunch seminars.

 

Attend this free seminar to learn more about what is happening with the economy and stock market.

Recently we have experienced one of the sharpest declines in stock market history. It has taken stocks to their lowest prices in 11 years. During the past 22 years that we have managed investments, we have never seen stocks at such bargain basement valuations.

Most investors are worried about their investments, and we’d like to discuss what is happening, and what you can do moving forward. These are educational workshops.

Each meeting is an hour, and we will serve a light lunch. We plan to host meetings each month. RSVP to Shannon at shannon at paragonwealth.com if you are interested in attending one of these meetings.

Hosted by Paragon Wealth Management, a fee-only (no commission) wealth management firm specializing in investment management for individuals and businesses.

WHERE:

Paragon Wealth Management

3651 N. 100 E., Suite 275

Provo, UT  84604

TIME:

12:30-1:30 p.m.

WHEN:

Wednesday, Feb. 11

Tuesday, March 3

Thursday, March 19

Wednesday, April 8

R.S.V.P.

Shannon Golladay

801-375-2500

shannon@paragonwealth.com

 

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