we understand that
wealth creates responsibilities
Managing your assets for the present and future needs of yourself and your family can be onerous at times. Our goal is to relieve some of the burden that this responsibility entails by acting as your personal “chief financial officer.”
The individual attention that we offer to our clients makes it imperative that we keep our client numbers limited. Due to the large net worth of Paragon clients, the service provided to each client is highly-tailored to each client’s particular circumstances. Listed below are core services we provide at Paragon. Click on the links to read more about each service.
COMPREHENSIVE WEALTH MANAGEMENT
Paragon Advisors assists in managing full-service tax planning and preparation, detailed investment planning, review and implementation of estate planning strategies, and various client services such as net worth statement preparation and retirement and insurance review.
ALTERNATIVE INVESTMENTS
Through Paragon’s sister company, Falmouth Investment Company, Inc., clients have the ability to invest in a variety of fund-of-fund investment vehicles created for the exclusive use of our clients, meant to diversify asset allocations and provide exposure to the hedge funds, private equity, and private real estate opportunities.
we understand that
wealth creates responsibilities
Managing your assets for the present and future needs of yourself and your family can be onerous at times. Our goal is to relieve some of the burden that this responsibility entails by acting as your personal “chief financial officer.”
The individual attention that we offer to our clients makes it imperative that we keep our client numbers limited. Due to the large net worth of Paragon clients, the service provided to each client is highly-tailored to each client’s particular circumstances. Listed below are core services we provide at Paragon. Click on the links to read more about each service.
COMPREHENSIVE WEALTH MANAGEMENT
Paragon Advisors assists in managing full-service tax planning and preparation, detailed investment planning, review and implementation of estate planning strategies, and various client services such as net worth statement preparation and retirement and insurance review.
ALTERNATIVE INVESTMENTS
Through Paragon’s sister company, Falmouth Investment Company, Inc., clients have the ability to invest in a variety of fund-of-fund investment vehicles created for the exclusive use of our clients, meant to diversify asset allocations and provide exposure to the hedge funds, private equity, and private real estate opportunities.