Why Paragon Private Wealth Group

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 central to our client experience.

The Man Behind PPWG

Alan Keppler - Founding Partner at Paragon Private Wealth Group

Alan Keppler

CO-FOUNDER, MANAGING PARTNER

Our Process

1. Discovery

2. Analysis

3. Advise & Implement

4. Monitor & Evolve

Our Trusted Partners

Black Diamond Wealth Platform - A Paragon Private Wealth Group Partner
Charles Schwab - Paragon Private Wealth Group Partner
Envestnet MoneyGuide - Paragon Private Wealth Group Partner
Titleist Asset Management - Paragon Private Wealth Group Partner