Independent Investment Advisory

Paragon Private Wealth Group™ was created to deliver a fiduciary, fee-only investment firm focused solely on their clients and not share-holder’s profits. Paragon is defined as “something that embodies the highest pursuit of excellence”. When it comes to managing your financial legacy, the partners of PPWG™ take this definition to heart. From simple financial questions to complex estate planning measures, a member of our team is always available to you as service is a cornerstone of our firm.

Path to Paragon™ Strategy

We deliver our clients their own, unique Path to Paragon strategy through a framework of carefully designed elements.

At front and center is our powerful technology. We believe that technology is the key to delivering a truly personalized and bespoke offering to our clients. With this comes interactive planning that allows us to tackle the unpredictability of life in real time developing personalized financial goals. When it’s time to put your money to work, our overlay trading desk translates these goals creating a unique portfolio benchmarked to your financial future.

Path to Paragon™ Strategy

We deliver our clients their own, unique Path to Paragon strategy through a framework of carefully designed elements.

At front and center is our powerful technology. We believe that technology is the key to delivering a truly personalized and bespoke offering to our clients. With this comes interactive planning that allows us to tackle the unpredictability of life in real time developing personalized financial goals. When it’s time to put your money to work, our overlay trading desk translates these goals creating a unique portfolio benchmarked to your financial future.

How We Deliver

When Paragon Private Wealth Group was established, we set out to go beyond the average frim by bringing a private family office experience to our clients. We operate as a true fiduciary whose sole motivation is maximizing the wealth potential of our clients, not the potential profits of shareholders. We deliver this experience through a framework of carefully designed elements bringing a bespoke offering to our clients.

Innovative Technology

Through our belief in utilizing cutting edge technology we provide an unparalleled client experience. This provides increased communication and transparency regarding your relationship.

Adaptive Planning

The one constant in life is that it’s unpredictable. We work with you to have a real-time plan, inclusive of all assets to provide a flexible yet structured strategy.

Purpose Driven Portfolio Management

We utilize your assets as a tool to accomplish your goals. In doing so, we benchmark our portfolio directly to your individual plan.

Transparency

We operate as a true fiduciary on a fee only basis. This ensures that our sole focus is doing what’s in our client’s best interest.

Generational Protection

Through our network of attorneys, we make certain that clients have a proper estate plan in place. We recognize landscapes such as taxes are continually changing, and we will adjust as needed.