At Paragon Strategic Wealth, we foster trust, build relationships and strive for providing excellent services to our clients. We do this by providing solutions that help Protect Your Family, Your Future and Your Legacy. That is who we are, and who we will always be. Your family, future, and legacy are too important to bundle into a pre-made plan.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Services
As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
As President & CEO of Paragon Strategic Wealth, Drew's mission is to help clients identify what is important to them and develop unique, client-centered solutions to help them pursue and reach those goals. As a Client Service Coordinator Lori is the first point of contact for people looking for help.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Your family, future and legacy inform every decision we make. Our team will provide ongoing support for managing your wealth, including asset allocation, diversifying your portfolio to stay on top of trends and avoiding unnecessary risk. Through in-depth discovery, Paragon Strategic Wealth helps you develop a clear, transparent financial road map.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews
Be the first to review Paragon Strategic Wealth.
Write a Review
