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Financial Planners

Paragon Wealth

Paragon Wealth is a company that specializes in providing financial planning and financial services to its clients. Their team of experienced financial planners work closely with clients to create personalized plans that help them achieve their financial goals. Paragon Wealth is committed to providing exceptional service and helping clients navigate the complex world of finance.

Introduction to Paragon Wealth

Paragon Wealth is a financial services company that was founded in 1986. The company's mission is to help clients achieve their financial goals by providing customized investment strategies. What makes this company unique is their focus on risk management and the use of technology to provide transparent and efficient services.

Services & products

Paragon Wealth offers a range of financial planning services, including retirement planning, investment management, and estate planning. They also provide access to alternative investments, such as private equity and real estate. Clients can expect personalized investment strategies, tailored to their individual needs and goals.

Location

Paragon Wealth is located in Provo, Utah, in the heart of the city's business district. The area is home to a mix of businesses, including restaurants, retail shops, and financial services firms. Clients can expect a professional and welcoming environment when visiting the office. The closest public transportation options are the Provo FrontRunner Station, located 0.4 miles away, the Provo Central Station, located 0.6 miles away, and the Provo Station, located 0.7 miles away.

Benefits

Clients should choose Paragon Wealth because of their commitment to providing customized investment strategies and their focus on risk management. The company's use of technology also allows for efficient and transparent services. Clients can expect a high level of professionalism and expertise from the team at Paragon Wealth.

Good to know

Clients should be aware that Paragon Wealth is a fee-only financial planning firm. This means that they do not receive commissions from the sale of financial products, which can create a conflict of interest. Instead, they are compensated based on the assets they manage for their clients.

Reviews

Customers have praised Paragon Wealth for their personalized investment strategies and their focus on risk management. Clients have also noted that the team is professional, knowledgeable, and dedicated to helping clients achieve their financial goals.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

At Paragon Wealth, we offer a range of financial planning services including investment management, retirement planning, tax planning, estate planning, and risk management.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning by getting to know each client's unique financial situation, goals, and risk tolerance. This allows us to create customized financial plans that are tailored to each individual client's needs and objectives.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management and are structured to align our interests with those of our clients. We believe in transparency and strive to ensure that our fees are fair and reasonable.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold a range of professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). We also have a team of experienced professionals with diverse backgrounds and expertise.

Can you provide references or testimonials from satisfied clients?

We are proud to have a strong client base and are happy to provide references or testimonials from satisfied clients upon request. Our clients value the personalized attention, expertise, and guidance that we provide and we are committed to building long-term relationships based on trust and mutual respect.