Tag Archives: investment advisory services

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 Received 2011 Best of State Medal

Posted June 9, 2011 by admin. tags:Tags: , ,
Winning Best of State 2011


Luke Tait, Patrick & Shannon Golladay, Cathy & Dave Young, Nathan White and Trudy & Dennis Meister

Paragon News:

Paragon Wealth Management was awarded a medal at the 2011 Best of State Awards in Salt Lake City on June 4.

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 investment advisory services.

According to Best of State’s chief executive officer Dana Layton, winners of the 2011 Best of State Awards were rated and judged on their impact in the community, excellence and achievement, and innovation and originality. This year’s judging was hosted by Salt Lake Community College’s Miller Business Resource Center and took place over a period of four full days. An independent judging process, featuring judges with category-specific credentials, has resulted in a confidential tabulation of results by the Gilbert & Steward accounting firm.

Paragon has focused on perfecting their investment strategies for almost 25 years. Dave 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.

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.

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