PARAGON PRIVATE WEALTH, INC.

Paragon Private Wealth, Inc. is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. They focus on creating tailored strategies, providing fiduciary service, and offering CFP guidance to help clients achieve their unique objectives. Their approach involves a personalized understanding of each client's financial situation, aspirations, and values, crafting custom investment strategies and financial plans. They also work with other professionals on tax and estate planning. Paragon adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct, placing clients’ interests first and emphasizing professional competence and integrity.