Paragon Advisors Inc, founded in 1996, is a multi-family office based in Beachwood, OH, specializing in comprehensive and confidential management of family wealth. With a team of 25 employees and serving 40 families with $3.1 billion in assets under advisement, their goal is to centralize financial matters, provide ongoing review and monitoring of assets, and implement wealth-maximizing and tax-minimizing strategies.
Offering services such as investment planning, tax planning, estate planning, and customized solutions, Paragon Advisors Inc caters to successful families seeking to preserve and grow their wealth while effectively passing it on to future generations. Their dedication to each client ensures personalized attention and a full suite of wealth management services tailored to individual needs.
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