Paragon Wealth Management

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Description

  • Paragon Wealth Management is a Registered Investment Advisory (RIA) firm located in Provo, Utah.On the surface, all financial advisors look the same. In reality, they vary widely in quality and cost. Who you select will determine your financial success.There are commission-based sales people, such as stockbrokers, bankers, insurance agents, financial planners, etc. Bigger is not always better. You could choose one of the big brokerage firms, mutual fund companies, or large investment companies. In that case, you will receive personalized guidance from one of the nameless, faceless individuals in an office of hundreds of cubicles. It is often a challenge to get through the voicemail system to even talk to someone. If youre lucky, their office will be based in the United States.There is a much better way to invest: the Paragon Model. We are truly unique amongst Investment Managers.We have been guiding investors for 28 years. We have 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. Weve only grown stronger in the face of adversity.If you are interested in our services but not sure you want to move forward, have us conduct a no-cost, no-commitment review of your current investment portfolio. Because we are 100 percent fee only fiduciaries and do not sell any investment products, we can give you an impartial second opinion of your current investment strategy. This valuable review costs you nothing but gives you the peace of mind to know if you are on the right track.This is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.
  • location

    Headquarters:3651 North 100 East Suite 275, Provo, Utah, United States

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  • Paragon Wealth Management phone

    Phone Number: +1 801-375-2500

  • Paragon Wealth Management website

    Website: https://www.paragonwealth.com

  • Paragon Wealth Management employees

    Employees:7

  • Paragon Wealth Management revenue

    Revenue:$1 - 10M

  • Paragon Wealth Management legal name

    Legal Name:Paragon Wealth Management

  • Paragon Wealth Management's Social Media

    Paragon Wealth Management linkedin Paragon Wealth Management facebook Paragon Wealth Management twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer for Paragon Wealth Management

Nathan White

Chief Investment Officer

Person level website visitor identification

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View Employees

Nathan White

Chief Investment Officer

Matthew Huberty

Principal Owner

Kaneil Menlove

Vice President Of Operations

Zachary Swenson

Director Of Client Services

Nathan Brockbank

Director Of Client Services

Frequently Asked Questions regarding Paragon Wealth Management

  • Where are Paragon Wealth Management's Headquarters?

    Paragon Wealth Management's Headquarters are in 3651 North 100 East Suite 275,Provo,Utah,United States

  • What is Paragon Wealth Management's phone number?

    Paragon Wealth Management's phone number is +1 801-375-2500

  • What is Paragon Wealth Management's official website?

    Paragon Wealth Management's official website is https://www.paragonwealth.com

  • What is Paragon Wealth Management's Revenue?

    Paragon Wealth Management's revenue is $1 - 10M

  • What is Paragon Wealth Management's NAICS code?

    Paragon Wealth Management's NAICS code is 523930

  • How many employees are working in Paragon Wealth Management

    Paragon Wealth Management has 7 employees

  • What is Paragon Wealth Management's Industry?

    Paragon Wealth Management is in the industry of Financial Services

  • Who is Paragon Wealth Management's Chief Investment Officer?

    Paragon Wealth Management's Chief Investment Officer is Nathan White

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