Paragon Wealth Management was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, our ability to navigate the vast financial landscape is second to none. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a unique skill set and extensive knowledge to the team. Historically, large investment firms, insurance companies, and multi-national banks have worked on a commission-based, sales-centered system where the client/advisor relationship is muddled with conflicts of interest fueled by corporate incentives to boost the sales of proprietary products. Our mission is to focus solely on the situation of each individual client, provide straightforward independent advice, and offer our clients the flexibility to utilize all of the products available on the market.
