Our Services

Paradigm Wealth Management provides the personalized service you should expect from your financial partners. We begin by having in-depth discussions with you in order to learn and understand your particular financial needs and goals. Once we have agreed upon an Investment Policy Statement, we utilize a broad array of products to build a customized portfolio that will support and build your financial future.

The Paradigm Advantage

  • We are proud to work with clients and their families in simplifying and organizing their financial matters. Our holistic planning approach ensures a thoughtful blueprint, best positioning you to achieve your financial goals.
  • We place our client’s interest first by providing consultative guidance, unencumbered by ethical conflict as an SEC Registered fee-only Registered Investment Advisor (RIA).
  • Upon your request, we’ll coordinate with your other financial service professionals including estate attorneys and CPA’s to provide a synchronized solution.
  • We collaborate with industry leaders like Fidelity, Betterment, Advent Software and MoneyGuidePro, to provide you with a better advisory solution and more analytical transparency.

Our Approach

  • Assessment meeting to understand you current circumstances and clarify short and long-term financial goals and needs.
  • Investment Policy Statements, written collaboratively with you to establish both short and long-term goals, needs and objectives.
  • Frequent meetings with you and family members to assess your progress and any needed changes to ensure we are always working toward common financial goals and needs.
  • Diversification within portfolios across several asset classes using modern portfolio theory concepts as well as disciplined rebalancing is critical to our process.
    • Allocation strategies include cash, fixed income, equity and alternative income
    • Investments used include fixed income securities, equities, exchange-traded funds (ETFs), mutual funds, and third-party managers.
    • Cost effectiveness, tax efficiency and risk-return trade-offs are key considerations for any chosen investment, not compensation.
  • Offer of online comprehensive financial plan that provides informed guidance to realistically reach your objectives and avoid unforeseen risks that threaten your success.

Account Mechanics

  • We handle a variety of accounts and services including Trusts, 401(k) rollovers, IRA distributions, charitable accounts/gifting, and bill pay.
  • Paradigm charges no loads or surrender fees and has no lock-up period on invested assets.