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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? » |
