Paradigm Wealth Management, Llc

Description

• THE PARADIGM ADVANTAGE We are proud to work with clients and their families to simplify and organize their financial matters. Our holistic planning approach for each client ensures customized and useful wealth management advice. As a SEC Registered fee-only Registered Investment Advisor (RIA), we always place our clients interests first by providing consultative guidance that is unencumbered by ethical conflict. We coordinate with clients other financial service professionals including estate attorneys and CPAs to provide synchronized counsel. We are not affiliated with any broker-dealer; our open and independent investment architecture prevents us from being locked into one family of products. OUR APPROACH Investment Policy Statements, written collaboratively with you to establish both short and long-term goals, needs and objectives. Frequent and candid meetings with you and family members ensure we are always working toward common financial goals and needs. Diversification within portfolios across several asset classes using modern portfolio theory concepts as well as disciplined rebalancing is critical to our process. - Allocation strategies include cash, fixed income, equity and alternative income - Investments used include fixed income securities, equities, exchange-traded funds (ETFs), mutual funds, and third-party managers. - Cost effectiveness, tax efficiency and risk-return trade-offs are key considerations for any chosen investment, not compensation.
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  Headquarters:950 Main Street Suite 700, Cleveland, Ohio, United States

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  Phone Number: +1 440-892-5900

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  Website: https://www.investpwm.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Paradigm Wealth Management, Llc

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• |  NAICS Code: 531120  |

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