| Who we are We are an independent registered investment advisor. We are beholden only to our clients, not to any particular investment company or product offering. |
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| Who we serve We specialize in serving clients who have a personal net worth of over $1 million. These clients are looking for help managing the complexities of their wealth. |
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| What we offer We provide our clients a level of wealth management usually reserved for institutions or the extremely wealthy. This includes utilizing such services as: |
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| How we work We believe in the family office concept, which synchronizes our specific expertise with that of your other interrelated advisors, such as your attorney and accountant. The result is a comprehensive and coordinated wealth management plan. We limit the number of clients we work with so that we can thoroughly know them and serve their needs. |
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| What sets us apart Our added value lies in our holistic, comprehensive approach to your wealth. We consider all your financial, charitable and philosophical goals, as well as your unique circumstances, investment needs and family priorities. |
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| Paragon Wealth Management is an independent Registered Investment Advisor. Related functions, such as asset custody services, certain sub-advisor services, and certain discount brokerage services are done through several third party institutions. In some cases, certain securities are offered through UVEST Financial Services (Member FINRA/SIPC www.sipc.org www.finra.com ) located at 200 South College Street, 21st Floor, Charlotte, NC 28202, 800 277-8802. All entities are separate and not affiliated. |