Paragon Private Wealth Group

Paragon Private Wealth Group is a privately owned investment firm based in Dallas, TX, dedicated to providing fiduciary, fee-only services to their clients. With a focus on delivering excellence, their team offers personalized financial planning, estate planning, and portfolio management through innovative technology and adaptive strategies. As a true fiduciary, Paragon operates solely in the best interest of their clients, ensuring transparency and a purpose-driven approach to wealth management. Through their carefully designed framework, Paragon Private Wealth Group brings a bespoke offering to their clients, utilizing cutting-edge technology for increased communication and transparency. They work with clients to create real-time, flexible yet structured financial plans, benchmarking portfolios directly to individual goals. With a commitment to generational protection, Paragon ensures clients have proper estate plans in place and actively manages taxes to provide superior after-tax returns. As a trusted partner, they prioritize the wealth potential of their clients, delivering a private family office experience that goes beyond the average firm.

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