Financial Planning for Investors

Paragon Wealth Management is a Utah financial planning and investment firm in Provo, Utah. We specialize in creating retirement plans and investment portfolios for our clients in any situation.

Our advisors create custom plans for each individual. We do not sell financial products, get paid on commissions or receive any surrender fees.

We offer a free portfolio review for new clients to discuss their situation to see if their portfolio is allocated according to their risk tolerance. The first meeting, by phone or in person, is about an hour to gather the investor’s portfolio information and make recommendations. A follow up meeting is set one to two weeks later to discuss the financial planner’s recommendations and answer any questions. If the investor decides to become a client, paperwork is completed to open an account at Charles Schwab, where all of Paragon’s accounts are custodied.

Once the investor becomes a client, they can contact our financial planners or advisors directly during business hours to discuss their situation. If at any time they are not satisfied, they can leave without paying any surrender fees.

Call us at Paragon Wealth Management 801-375-2500 to discuss your financial planning needs.

Consultation