📍 3651 N 100 E Ste 275, Provo, UT, 84604
📞 801-375-2500
🌐 www.paragonwealth.com
Paragon Wealth Management, an investment firm in Provo, Utah, was established in 1986 to give investors a better way to invest their money and achieve their financial goals. We manage traditional and retirement accounts. Paragon was created differently than the typical wealth management firm. Our entire focus is on your investment strategies and optimizing the performance of your portfolios. Five items set us apart from our competition: 1- Active Money Management: The methods we use to manage your portfolio are unique within the financial services industry. We actively manage our clients' portfolios on a daily basis. We use propriety complex quantitative models to measure, monitor, adjust and change our clients' investments as the market changes. 2- Performance: Our models are designed to give our clients the best performance possible. Our Growth Portfolio and Conservative Portfolios are the most popular choices at Paragon. 3- Experience: Paragon was established in 1986. We have experience in both good and bad markets that can be difficult and constantly changing. Each year since we opened, we have improved our investment methods and client services to serve our clients better. 4- Fiduciary Responsibilty: Paragon has a fiduciary responsibility, which means we have a legal obligation to put your interests ahead of our own. 5- No commissions or surrender fees: Paragon does not sell any financial products or get paid based on commissions. Our firm is only paid management fees for managing our clients' accounts. This aligns our objectives with yours and keeps the focus on accomplishing your goals. With Paragon, there are no hidden fees or surrender charges. Unlike most investments, if at any time your needs change or you are not completely satisfied; you are free to move your money out of our investment programs. Of course, you will never be charged a surrender fee. Helping you reach your financial objectives is the purpose of our existence. With over 20 years of experience in the complex world of finance, you can count on us as your guide. It's no coincidence that the definition of Paragon is "Model of Excellence."