Call us for a free consultation: 800-748-4451
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Do You Want the
FINANCIAL FREEDOM
to Enjoy Retirement on Your Terms?
We will not spam or rent your information
CUSTOM JAVASCRIPT / HTML
Do You Want the
FINANCIAL
freedom
to Enjoy Retirement on Your Terms?
CUSTOM JAVASCRIPT / HTML
We will not spam or rent your information
 Our Top Flight Portfolio has a total return of 919.93% while the S&P 500 has only 388.90%
*See performance disclosure*
Best Of State Award

9x Winner of Utah Best of State Award

*Utah Best of State disclosure*
Best Of State Award

9x winner of Utah Best of State Award

*Utah Best of State disclosure*
Advisor's With Heart Award

Advisor’s With Heart Award (only 10 advisors chosen nationally per year)

Top Wealth Managers in the United States

2x top wealth managers in the United States/Wealth Manager Magazine

Small Business of the Year Award

Small Business of the Year Award/Provo, Orem Chamber of Commerce

Advisor's With Heart Award

Advisor’s With Heart Award (only 10 advisors chosen nationally per year)

Top Wealth Managers in the United States

2x Top Wealth Managers In The United States/Wealth Manager Magazine

Small Business of the Year Award

Small Business Of The Year Award/Provo, Orem Chamber of Commerce

National Association of Board Certified Advisory Practices

5x National Association Of Board Certified Advisory Practices/Premier Advisor

*NABCAP disclosure*
Top 50 Fastest Growing Firms

Listed As One Of The Top 50 Fastest Growing Firms In The U.S. by Financial Advisor Magazine

Best of Utah Valley

2x Best Of Utah Valley

Nationally Ranked By Total Assets in Financial Advisor

8x Nationally Ranked By Total Assets In Financial Advisor Magazine

60 Combined Years Investing Experience

60 combined years investing experience

27 Years In Business

27 years in business 

$850,000 Average Investment Per Client

$850,000 average investment per client

808% Total Return on Top Flight Portfolio from 1998-2019

808% Total Return on Top Flight Portfolio from 1998-2019

  • Best of State Award in 2008, 2011, 2012, 2013, 2014, 2015, 2016, 2018
  • Advisor’s With Heart Award, 2015, Only 10 Advisors chosen nationally
  • Small Business of the Year Award / Provo Orem Chamber of Commerce 2008
  • ​Top Wealth Managers in the United States / Wealth Manager Magazine 2008, 2010
  • ​National Association of Board Certified Advisory Practices / Premier Advisor 2010, 2011, 2012, 2013, 2014
  • ​Top 50 Fastest Growing Firms in the U.S. by Financial Advisor Magazine
  • ​Nationally Ranked By Total Assets in Financial Advisor Magazine 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018
  • ​Best of Utah Valley 2012 and 2015
it is all
about you
We will build a plan around what’s most important to you—your own custom investment strategy. Without careful planning and competent execution, plans turn into wishful thinking. We’ll help you merge your money with the life you want—effectively.
 
Our job is to help you avoid common and costly mistakes while aligning your investment portfolio with your personal goals. As a Registered Investment Advisor (RIA) we have a legal obligation to act in your best interest, and as such, we’ve been putting our clients first for the past 27 years. Join the Paragon Family. At Paragon, it is all about you. 


Paragon Wealth Management

“The best way to predict the future is to create it.” 

ABRAHAM LINCOLN



We Know What We're Doing

THE QUESTION IS...ARE YOU READY TO GET STARTED?

60 Combined Years Investing Experience

60 combined years investing experience

27 Years In Business

27 years in business 

$850,000 Average Investment Per Client

$800,000 average investment per client

808% Total Return on Top Flight Portfolio from 1998-2019

869.57% Total Return on Top Flight Portfolio from 1998-2019

*See performance disclosure*
Paragon Wealth Management

we'll help you
figure out your goals
You are unique; your needs are different. Rather than building a boilerplate financial plan you will likely never look at again, we will focus on issues that affect you directly. Here’s how we’ll start:
  • Step #1: We’ll clarify your personal and financial goals. Whether that goal is a predictable income stream, financial stability, or traveling the world, we will do our best to help you achieve it.
  • Step #2: We’ll determine your personal investment comfort level. When you invest within your comfort level, you are more likely to stay invested long term. Research shows that if you follow a strategy long term—regardless of the ups or downs of the market—you will significantly increase your return.
  • Step #3: We’ll help you build an investment plan and strive to turn your dreams into reality.

We Seek to Avoid Losses
Through Active Management 
Most advisors outsource investment management to a third party or don’t have a credible investment selection process due to a lack of expertise. Many create a static allocation with broad market exposure that requires little if any ongoing management. We believe in actively managing your assets. We constantly monitor the investment landscape to adjust to the risks and opportunities available in the ever changing markets and economy. As an example, from January 1998 to June 2020, our Top Flight Portfolio has a total return of 920% compared to 389% for the S&P 500. (see performance disclosure). 






OUR MISSION IS YOUR MISSION

We always put your interests first. Our job is to help you make wise financial decisions. We take the time to understand your background, philosophy, needs and objectives.

Our clients pay a simple, transparent management fee. All planning and additional services are included in that fee. We are not compensated by any other investment or insurance products.

Many clients come to Paragon because of our investment management expertise. We have extensive experience navigating some of the most difficult bull and bear markets in history. Our clients also appreciate the value we provide helping them manage their emotions when investing.

Our money is invested right alongside yours. We are your guide. Our mission is to help you achieve the best life possible with the money you have.
Live your life
your way
Money should be your servant, not your master. You should be able to use your money to live the life you want. We partner with you to manage your assets in order to simplify and improve your life.

Is Your Financial Advisor Taking Higher Risks With Your Money Than You’re Aware Of?

Many financial advisors do not understand the risk they are subjecting their clients to. In addition, they compound this risk by selecting investments that pay them large commissions and benefit them over their clients. 

Investing does involve risk. However, as long as you understand the risk you are taking and invest at a risk level that you are comfortable with then you significantly increase your opportunities for success.

We believe that determining your risk level and investing accordingly is the single most important element of long term investment success. With this FREE questionnaire, you can learn your unique risk number which will help you determine if you are invested the way you should be. 
CNBC
CNBC
Wall Street Journal
Wall Street Journal
BusinessQ
BusinessQ
Bloomberg Businessweek
​Bloomberg Businessweek
Investment News
Investment News

We've Been Featured In...

We've Been Featured In...

Wall Street Journal
BusinessQ
CNBC
Wall Street Journal
BusinessQ
CNBC
CNBC
Wall Street Journal
Wall Street Journal
BusinessQ
BusinessQ
Bloomberg Businessweek
​Bloomberg Businessweek
Investment News
InvestmentNews

the paragon
promise
At Paragon, we know it is your future that is on the line. We want to make sure we fully understand your situation so that we can help you in the best way possible. As your guide, we commit to you that we will do everything possible to help you invest properly so that you can live your life, your way.

Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information presented has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates constitute the judgment as of the dates indicated and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice. Past performance is not a guarantee of future results.
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3651 North 100 East Suite 275 Provo, UT 84604
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