Paradigm Wealth Management, LLC Employee Directory

Financial ServicesOhio, United States11-50 Employees

Paradigm Wealth Management, LLC operates in the financial services sector as a fee-only registered investment adviser (RIA). Based in Cleveland, Ohio, the firm emphasizes holistic, client-centered wealth management, coordinating with clients’ estate attorneys and CPAs to provide synchronized guidance and avoiding affiliations with broker-dealers to maintain independence. Its approach centers on collaborative investment policy statements, regular meetings with clients and their families, and diversified portfolios constructed through concepts from modern portfolio theory, with allocation across cash, fixed income, equities, and alternatives, while prioritizing cost efficiency, tax efficiency, and prudent risk–return trade-offs. The firm serves individuals and families seeking organized, long-term financial planning and investment management, aiming to simplify complex finances and align investment decisions with stated goals and needs.

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