Paradigm Wealth Management, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

THE PARADIGM ADVANTAGE
   •	We are proud to work with clients and their families to simplify and organize their financial matters.  
   •	Our holistic planning approach for each client ensures customized and useful wealth management advice.  
   •	As a SEC Registered fee-only Registered Investment Advisor (RIA), we always place our clients’ interests first by providing consultative guidance that is unencumbered by ethical conflict.
   •	We coordinate with clients’ other financial service professionals including estate attorneys and CPAs to provide synchronized counsel. 
   •	We are not affiliated with any broker-dealer; our open and independent investment architecture prevents us from being locked into one family of products. 

OUR APPROACH
   •	Investment Policy Statements, written collaboratively with you to establish both short and long-term goals, needs and objectives.
   •	Frequent and candid meetings with you and family members ensure we are always working toward common financial goals and needs.
   •	Diversification within portfolios across several asset classes using modern portfolio theory concepts as well as disciplined rebalancing is critical to our process.  
        - Allocation strategies include cash, fixed income, equity and alternative income
        - Investments used include fixed income securities, equities, exchange-traded funds (ETFs), mutual funds, and third-party managers.
        - Cost effectiveness, tax efficiency and risk-return trade-offs  are key considerations for any chosen investment, not compensation.

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