Paragon Advisors Inc, founded in 1996, is a multi-family office based in Shaker Heights, 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, they offer services such as investment planning, tax planning, estate planning, and customized solutions.
Committed to preserving and growing the wealth of their select group of successful families, Paragon Advisors Inc focuses on implementing effective strategies to pass wealth to future generations. Their goal is to centralize financial matters, provide ongoing review and monitoring of assets, and develop wealth-maximizing and tax-minimizing approaches.
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