10245 Centurion Pkwy N Ste 105, Jacksonville FL, 32256 | Phone: (904) 861-0093 | Fax: (904) 861-0098

 
 

Fee-Only Wealth Management for Today and Tomorrow

At PARAGON Wealth Strategies, we understand that wealth management is a complicated process.  That’s why we go out of our way to provide you with caring, cost-effective, fee-only wealth management services you can rely on.  In fact, we never accept commissions, bonuses, or other forms of compensation from any investment or insurance company because we want to ensure you get the objective financial advice you need to make the right decisions for you, your family, and your business.  Our success as your financial advisor is dependent upon YOUR success - as we believe it ought to be.

Our financial advisory team is comprised of board-certified financial advisors, each highly experienced at performing in-depth research and analysis, each committed to providing exceptional customer service.

 PARAGON Wealth Strategies Specializes in the following areas:

  • Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level
  • Wealth Enhancement - mitigating taxes while generating cash flow
  • Wealth Transfer - finding and facilitating the most tax-efficient ways to pass assets to a spouse or succeeding generations in ways that meet our clients' wishes
  • Wealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves)
  • Charitable Giving - to the degree that you are charitably inclined, maximizing the effects and benefits of your charitable dollars

In order to accomplish these primary goals, we have developed considerable specialty in:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • 401K Investment Strategies & Rollover Services
  • Portfolio Analysis
  • Tax Planning
  • Estate Planning
  • Risk Management Planning
  • Divorce Settlement Planning

We partner with financial industry global leaders to offer you - at very cost-effective prices - the financial products and services that previously were reserved for institutional investors or only the wealthiest of clients.  By requiring our advisors to pursue, achieve, and maintain the CERTIFIED FINANCIAL PLANNERTM credentials, we provide you competent, objective advice when you need it most.

Subscribe to our free quarterly newsletter
Click here for video overview of our financial planning process

Please visit our Blog:  PARAGON Perspectives 

 

RetiredAlmost RetiredBusiness Owner

 

PARAGON Wealth Strategies, LLC
10245 Centurion Parkway, North, Suite 105                                                      
Jacksonville, Florida 32256

Phone: 904-861-0093

PARAGON Wealth Strategies, proudly serving Northeast Florida: Duval, St. Johns, Clay, and Nassau counties, including Jacksonville, Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra Beach, Flagler Beach, Fernandina Beach, Amelia Island, St. Augustine Beach, St. Augustine, Orange Park, Macclenny, Keystone Heights, Palatka, and Palm Coast.






PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.