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Paragon Private Wealth Management

EST. AUM
$250,000,000

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Firm Details

Metro area Nashville
CRD Number
Website paragonpwm.com
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Overview

Paragon Private Wealth Management is an independent wealth advisory firm headquartered in Franklin, Tennessee, with an additional regional office in Modesto, California. Founded by Allen Buckley, the firm operates as a marketing name under SEC-registered investment adviser Savvy Advisors, Inc. Paragon provides customized investment management, comprehensive financial planning, risk management, and integrated tax planning and preparation services tailored for high-net-worth families, business owners, attorneys, and medical professionals nationwide.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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