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Wealth Management Formula

Our Wealth Management Formula can be summarized as a process which: 1) helps provide for us an in-depth understanding of clients’ critical life and financial needs so that the proper plans may be designed; 2) addresses these needs over time through investment and advanced planning so that unforeseen events can be dealt with effectively; and 3) assembles and manages a network of financial professionals to supplement our services and provide clients with a complete solution to their needs.

Wealth Management Formula = Investment Consulting + Advanced Planning + Relationship Management

Investment Consulting
Gaining a thorough understanding of our clients underlies building successful relationships. Our process of investment consulting forms the foundation upon which Paragon bases such relationships. We begin with a client interview process which, in addition to your investments, examines your values, goals, interests and relationships. With an eye toward portfolio protection, we evaluate the risk in your current portfolio and then recommend an investment plan which is designed to help you reach your unique goals.

Advanced Planning
Our advanced planning services address the primary concerns of most investors today--Wealth Enhancement, Wealth Protection, Wealth Transfer and Charitable Giving.

Relationship Management
Proactive relationship management underlies Paragon’s client servicing philosophy and helps align goal fulfillment with your stated values. As part of the initial client interview and development of your Investment Policy Statement, we incorporate your desired level of involvement in the process and desired communication plan. Your other trusted advisors are incorporated as appropriate and in accordance with your desires.

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