Paragon Wealth Management

EST. AUM
$156,856,690

CONTACTS
13

CLIENT ACCOUNTS
438

Firm Details

Metro area Salt Lake City
CRD Number 105962
Website paragonwealth.com
Client types

Overview

Paragon Wealth Management is a Registered Investment Advisory (RIA) firm located in Provo, Utah. There are commission-based salespeople, such as stockbrokers, bankers, insurance agents, financial planners, etc. Bigger is not always better. An investor could choose one of the big brokerage firms, mutual fund companies, or large investment companies. In that case, the investor will receive “personalized” guidance from one of the nameless, faceless individuals in an office of hundreds of cubicles. It is often a challenge for investors to get through the voicemail system to even talk to someone. If investors are lucky, their office will be based in the United States. There is a much better way to invest: the Paragon Model. Paragon Wealth Management is truly unique amongst Investment Managers. The firm has been guiding investors for 28 years. It has 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.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Paragon Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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