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Privacy Policy
Last Updated on December 18th, 2019
Paragon Wealth Management (“Paragon”) is committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our clients. We recognize that with this privilege comes a responsibility to maintain the confidentiality of the personal information that they share with us. We take this responsibility very seriously.

To conduct regular business, we may collect nonpublic personal information from sources such as: information reported by our clients on applications or other forms they provide to us; or information about their transactions with other affiliates. As Paragon shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients, or former clients to anyone, except as permitted or required by law. Paragon employees are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination.

At times, we may disclose nonpublic personal information to nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about our client to the following types of non-affiliated third parties: Charles Schwab and Company and other financial institutions, in order to maintain our client’s accounts; financial service providers such as mortgage brokers, insurance companies, banks, attorneys, accountants, and actuary firms, only with a client’s prior authorization.

This Web site contains links to other sites. Paragon Wealth Management is not responsible for the privacy practices of these other sites, and we encourage you to read the privacy statements of any other site that collects personal information.

Paragon is committed to maintaining the confidentiality, integrity, and security of the personal information that is entrusted to us by our clients. Except as described above, Paragon does not share customer information. If information is requested by subpoena or investigation of fraudulent activity, etc. we are required by law to comply. We will not rent, sell, trade, or otherwise release or disclose any personal information about our clients. Any information that our clients provide to us is for Paragon’s use only. If our clients decide to close their account(s), we will adhere to these privacy policies and practices.

We welcome questions and comments about our privacy policy. Also, if you would like to be added or removed from our contact lists please email us at or call us at 801-375-2500.
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