Learn more about how we can help you achieve financial independence and peace of mind through our wealth management services. We provide comprehensive wealth management services for medical professionals in all stages of their careers. We work with individuals, couples, and families to create a plan for financial security and independence.
We work with entrepreneurs and business owners to plan for financial independence and retirement. Our team has worked together for over 20 years and, combined, has over 70 years of experience. The stability of the Paradigm team is unique. Based on each individuals' unique needs, we offer a variety of wealth management services, from tax and legacy planning to portfolio.
We work with entrepreneurs and business owners to plan for financial independence and retirement. Our team has worked together for over 20 years and, combined, has over 70 years of experience. The stability of the Paradigm team is unique. Based on each individuals' unique needs, we offer a variety of wealth management services, from tax and legacy planning to portfolio.
Services
Our team at Paradigm. Strategies in Wealth Management has been together, serving clients, day after day, for over 20 years. This level of cohesiveness and longevity provides a significant benefit to our clients. We know you by name. In fact, we also know your kids, their spouses, and your grandchildren.
Our team has worked together for over 20 years and, combined, has over 70 years of experience. The stability of the Paradigm team is unique in the financial services industry, allowing us to work seamlessly to provide you with unparalleled client service. Our team is comprised of Bill Strand, founder and principal; Kris Bentzen, Support Advisor, RP and Client Services Manager; Dayna Geisbauer, Paraplanner; and Bill Strand, Sr., legacy member.
Based on each individuals' unique needs, we offer a variety of wealth management services, from tax and legacy planning to portfolio distribution and risk management. But no matter the service, we remain focused on building a relationship with YOU-not just your investments. Strategies in Wealth Management has been in business since 1995.
We believe we offer superior wealth management services because we bring our clients insight, clarity, and a special partnership. There is a difference between knowing how much money is in your bank account or pension fund and having true insight into your finances.
Even with a good basic understanding of your finances and financial goals, you may be overwhelmed by the barrage of daily stock tips, market analysis, and investment advice that abounds in the Internet age.We want to help you cut through all of the noise so that you can achieve clarity. We will bring order to your finances and help you think through your goals, so that together, we can create a clear path to financial success.
Even with a good basic understanding of your finances and financial goals, you may be overwhelmed by the barrage of daily stock tips, market analysis, and investment advice that abounds in the Internet age.We want to help you cut through all of the noise so that you can achieve clarity. We will bring order to your finances and help you think through your goals, so that together, we can create a clear path to financial success.
Our client service philosophy is simple- we strive to bring clarity and insight to your financial situation by partnering with you to achieve your goals. It is our goal to be recognized as a company of dedication, honesty, integrity, and service. We seek to do this by engaging you in a consultative and collaborative process so that you truly understand your finances and feel comfortable and confident in the decisions that we make together.
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