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Paragon Private Wealth Management LLC

Headquartered in LEXINGTON, KY

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Firm Information

Paragon Private Wealth Management LLC is a Kentucky-based registered investment advisor with over $283 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, families, trusts, and other clients. They specialize in personalized wealth management strategies tailored to meet each client's specific needs and goals.

Paragon Private Wealth Management LLC

300 WEST VINE STREET

LEXINGTON, KY 40507

$283.04M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PARAGON PRIVATE WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

LEXINGTON, KY

Advisors at Paragon Private Wealth Management LLC

View All 3 Advisors
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Emily Margaret Johns

RA

LEXINGTON, KY

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Dylan T Jones

RA

LEXINGTON, KY

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Mary Kathryn Lockwood

RA

LEXINGTON, KY

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Catherine Elizabeth Salsman

CFP®, RA

LEXINGTON, KY

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Disclosures

There are no public disclosures for Paragon Private Wealth Management LLC.

Frequently Asked Questions (9)

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