Paragon Wealth Management Employee Directory
Financial ServicesUnited States2-10 Employees
Paragon Wealth Management is a Registered Investment Advisory (RIA) firm located in Provo, Utah. On the surface, all “financial advisors” look the same. In reality, they vary widely in quality and cost. Who you select will determine your financial success. There are commission-based sales people, such as stockbrokers, bankers, insurance agents, financial planners, etc. Bigger is not always better. You could choose one of the big brokerage firms, mutual fund companies, or large investment companies. In that case, you will receive “personalized” guidance from one of the nameless, faceless individuals in an office of hundreds of cubicles. It is often a challenge to get through the voicemail system to even talk to someone. If you’re lucky, their office will be based in the United States. There is a much better way to invest: the Paragon Model. We are truly unique amongst Investment Managers. We have been guiding investors for 28 years. We have experienced, survived and thrived in some of the most difficult markets in U.S. history — the Crash of 1987, the Asian Crisis of 1998, the Tech Collapse of 2000 and the Market Meltdown of 2008. We’ve only grown stronger in the face of adversity. If you are interested in our services but not sure you want to move forward, have us conduct a no-cost, no-commitment review of your current investment portfolio. Because we are 100 percent “fee only” fiduciaries and do not sell any investment products, we can give you an impartial second opinion of your current investment strategy. This valuable review costs you nothing but gives you the peace of mind to know if you are on the right track. This is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.
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