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      Details

      A money management firm with service that matches the efficiency of FedEx and the customer care of Nordstrom's.

      General Info

      Paragon Wealth Management is an investment management firm in Provo, Utah. We have provided services for clients throughout the United since 1986. We actively manage all types of traditional and retirement accounts such as IRA rollovers, 401(k) rollovers, pensions and trusts. What sets Paragon apart from other wealth management firms? The answer lies in a philosophy that places a premium on smart, proactive management techniques, proven quantitative models and plenty of personalized attention. When you choose Paragon, you receive all the advantages and benefits of: Active money management- Paragon actively manages your portfolio on a daily basis. This includes using propriety quantitative models to measure, monitor, adjust and change your investments as market conditions change. Performance- At Paragon, your success is our success, and our models are designed to give you the best possible performance. Experience- Paragon can offer you a proven 20-year record of success working in all types of market conditions. Since we opened our doors in 1986, we have continually improved our investment methods and client services. Fiduciary Responsibility- That means we have a legal obligation to put your interests ahead of our own. No Commissions or Surrender Fees- To make sure our interests are always perfectly aligned with yours, Paragon advisers never sell financial products or receive sales commissions. Visit www.paragonwealth.com to learn more.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 801-375-2500

      Fax - 801-370-1111

      ExtraTollFree - 800-748-4451

      Extra - 801-377-9787

      Address:
      3651 N 100 E Ste 275 Provo, UT 84604
      Email:

      Other Emails:

      Links:

      http://www.jamestownwealth.com

      http://www.paragonwealth.com

      https://paragonwealth.com

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      Categories
      Investment Management, Financial Services, Investment Advisory Service, Investment Securities
      Location
      Chateau Bldg
      Neighborhood
      Riverside
      AKA

      Jamestown Wealth Management

      Paragon Capital Management

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