Insights

Affluent Client Focus PARAGON Wealth Strategies caters to successful individuals and families planning for retirement, presenting an opportunity to offer premium financial products and estate planning solutions tailored to high-net-worth clients.

Technology Adoption The firm's use of modern tech tools such as Hotjar, jQuery, and PHP indicates openness to digital engagement and analysis tools, allowing potential offerings like digital onboarding, client portals, or analytics services to enhance client experience.

Recent Growth Activity Recent acquisition of Brightonfinancial and investment in diverse assets reflect an active growth and portfolio diversification strategy, suggesting a need for financial technology and investment management support services.

Mid-Sized Firm Dynamics With a small team of 2-10 employees, PARAGON offers personalized services, which could benefit from partnerships with providers of scalable financial tools, CRM solutions, or operational efficiencies to support business expansion.

Market Positioning Operating in a competitive landscape with large firms like Charles Schwab and Fidelity, PARAGON’s emphasis on wealth preservation and customized retirement planning creates potential sales channels for specialized compliance, analytics, or client engagement technologies.

PARAGON Wealth Strategies, LLC Tech Stack

PARAGON Wealth Strategies, LLC uses 8 technology products and services including Hotjar, Google Hosted Libraries, Section.io, and more. Explore PARAGON Wealth Strategies, LLC's tech stack below.

  • Hotjar
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • Section.io
    Content Delivery Network
  • Choices
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

PARAGON Wealth Strategies, LLC's Email Address Formats

PARAGON Wealth Strategies, LLC uses at least 1 format(s):
PARAGON Wealth Strategies, LLC Email FormatsExamplePercentage
First.Last@wealthguards.comJohn.Doe@wealthguards.com
50%
First.Last@wealthguards.comJohn.Doe@wealthguards.com
50%

Frequently Asked Questions

Where is PARAGON Wealth Strategies, LLC's headquarters located?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC's main headquarters is located at 10245 Centurion Parkway North Suite 106 Jacksonville, Florida 32256 United States. The company has employees across 1 continents, including North America.

What is PARAGON Wealth Strategies, LLC's phone number?

Minus sign iconPlus sign icon
You can contact PARAGON Wealth Strategies, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PARAGON Wealth Strategies, LLC's official website and social media links?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC's official website is wealthguards.com and has social profiles on LinkedIn.

What is PARAGON Wealth Strategies, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does PARAGON Wealth Strategies, LLC have currently?

Minus sign iconPlus sign icon
As of February 2026, PARAGON Wealth Strategies, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Partner: S. R.Assistant Director - Financial Planning: J. K.Client Services Ria: C. A.. Explore PARAGON Wealth Strategies, LLC's employee directory with LeadIQ.

What industry does PARAGON Wealth Strategies, LLC belong to?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC operates in the Financial Services industry.

What technology does PARAGON Wealth Strategies, LLC use?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC's tech stack includes HotjarGoogle Hosted LibrariesSection.ioChoicesjQueryPHPBootstrapX-Content-Type-Options.

What is PARAGON Wealth Strategies, LLC's email format?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC's email format typically follows the pattern of First.Last@wealthguards.com. Find more PARAGON Wealth Strategies, LLC email formats with LeadIQ.

When was PARAGON Wealth Strategies, LLC founded?

Minus sign iconPlus sign icon
PARAGON Wealth Strategies, LLC was founded in 2004.

PARAGON Wealth Strategies, LLC

Financial ServicesFlorida, United States2-10 Employees

PARAGON.  Helping Successful Individuals and Families Make Work... Optional!

Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.

Maybe you have already made the leap into retirement.  Wherever you are on The Retirement Continuum(tm), one thing remains constant:  Sucessful retirement requires effective management of your financial affairs.  Most people wish to retire only once;  this requires that you do it right - the first time!  

PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNERTM professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.

PARAGON Wealth Strategies Specializes in the following areas:

Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level 
Wealth Enhancement - mitigating taxes while generating cash flow 
Wealth Transfer - taking care of chosen heirs in the way you desire
Wealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves).

Section iconCompany Overview

Headquarters
10245 Centurion Parkway North Suite 106 Jacksonville, Florida 32256 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    PARAGON Wealth Strategies, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    PARAGON Wealth Strategies, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.