A model or pattern of excellence; one that exceeds expectations.
Prior to becoming a division of United Capital, Paragon Investment Management was established in 1991. They have helped affluent families, trusts and foundations protect their wealth, grow their assets and transition those assets to future generations. Through our comprehensive, coordinated and disciplined approach, our team of 13 investment professionals, averaging 20 years of experience, provides highly personalized service along with sophisticated financial expertise. We offer assistance in a variety of services ranging from strategic asset allocation and customized portfolio management to financial planning, tax strategies, as well as other wealth management services. Working closely with our clients’ legal and other financial advisers, we complete our goal of simplifying our clients’ lives.