Paragon Investments is an independent wealth management firm that functions as a multi-family office. The company's mission is to provide objective, customized financial counsel and investment management to help its clients grow and protect their wealth across generations. Founded on the principle of aligning their interests with those of their clients, Paragon offers a suite of integrated services including investment management, financial and cash flow planning, tax and estate planning coordination, and family governance support. Their approach is tailored to the unique and complex needs of high-net-worth clients.

Founded in

United States