150+ years
Collective years of experience
Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.
At Paragon Wealth Management, we are dedicated to serving high net worth and ultra-high net worth individuals and families, acting as their personal CFO to deliver comprehensive, consultative wealth management.
With over 150+ years of combined advisory experience and a number of designations designed to help support our clients better - which include: (2) CERTIFIED FINANCIAL PLANNER®, (2) Chartered Financial Analyst, (1) Certified Investment Management Analyst, and (1) Certified Private Wealth Advisor---our team is built to help provide guidance through all market cycles, prioritizing trust, accessibility, and long-term relationships. Our goal is to help clients and their families achieve financial confidence and continuity for generations to come
We provide our clients and their families thoughtful financial advice through a prudent and disciplined strategy focused on meeting their current and long-term financial goals
150+ years
Collective years of experience
$1.7 Billion
Assets under management
10 person
seasoned team
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Registered Client Associate
Senior Registered Client Associate
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Registered Client Associate
Senior Registered Client Associate
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life. We help to formulate a plan to achieve your goals. Starting with a financial plan, developing tailored portfolios, to Family Advisory and Philanthropy Services we can provide, we help you obtain your goals. We will also align and work directly with your network of professionals (CPAs, attorneys, etc), along with our network to provide a concierge level of care to you and your family.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
A Family Office Solutions publication
Third Quarter 2025
We are pleased to share the third edition of the Family Office Quarterly for 2025 featuring insights on the many aspects of managing a family office. Our intent with each edition is to support your success and help evolve the industry.
What are entrepreneurs thinking about as we approach the midpoint of a decade that has brought us solid economic growth and technological
breakthroughs, but also a global pandemic and geopolitical conflicts? It’s a question we set out to explore in our first edition of the UBS Global
Entrepreneur Report.
Generative artificial intelligence (genAI) has the potential to transform industries. We view this technology transition as a platform shift, owing to the underlying performance of the technology and its ubiquitous applicability.
We believe culture will be a key determinant as to which firms capture the value from genAI rather than be disrupted by it over the long term.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
