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To empower clients to feel comfortable managing their financial lives, especially during and after times of significant change. Whether anticipated or not, transitional periods breed uncertainty; our job is to stand with and educate clients, thereby instilling in them financial peace of mind.
Our consulting process – Investment Consulting, Advanced Planning and Relationship Management – helps us learn more about our clients and their needs.
Our transition management services help clients learn to take control of their financial lives and empowers them to deal successfully with future events.
Clients are offered access to a network of other solution providers to supplement the work that we do for them.
Paragon Capital Management is a fee-only wealth management firm located in Smithtown, New York. We are committed to client service and integrity, and always put the best interests of our clients first. Our firm offers tax planning, asset management, risk management, and estate planning to clients who are economically independent and may be experiencing transitions in life.

Since Walter Wisniewski founded the firm in 1991, Paragon’s staff has maintained close relationships with individuals and families. Through the use of music and regularly scheduled meetings, we encourage our clients to view life in a different way. By working with all aspects of our clients lives, we hope to provide meaningful and creative solutions to difficult client challenges that may move beyond the standard definition of financial planning. We like to say we are in the business of life planning.


Paragon specializes in helping people who are experiencing life-changing financial events such as:

• Loss of a spouse or loved one
• Divorce
• Sale of a business
• Legal Settlement
• Retirement


Our job is to go beyond simply providing wealth management services, but to really get to know clients – to learn about their values, relationships and life dreams – and to have a significant and positive impact on their lives. As long-term relationships are forged, clients become empowered to deal with future life events.

Clients can be assured that we put their interests first and that they are treated with the level of fiduciary care and attention they deserve.

How can Paragon Capital Management work for you? »

 
 
Paragon Capital Management: Smithtown, NY based Financial and Investment Advisors serving Long Island (Nassau and Suffolk counties) and New York City.
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