The Max Collaborative, 3401 Tuttle Rd, Ste 350, Beachwood, OH 44122, US

Paragon Advisors, Inc. is a highly reputable multi-family office based in Olmsted Township, OH. With over 25 years of experience, they specialize in providing comprehensive and confidential management of family wealth, offering services such as investment planning, tax planning, estate planning, and customized solutions. Their team of experts is dedicated to each client, ensuring the organization and centralization of financial matters, while developing strategies to maximize wealth and minimize taxes. As an SEC-registered firm, Paragon Advisors, Inc. has built a strong reputation, serving a select number of successful families and their entities. Their clients are focused on preserving and growing their wealth, as well as implementing effective ways to pass it on to future generations. With a commitment to excellence and a track record of managing over $3.1 billion in assets under advisement, Paragon Advisors, Inc. is a trusted partner in the realm of family wealth management.Generated from the website

Corient

Arthur J Rotatori, ATY - McGlinchey Stafford

Jeff Lock & Safe

Bal Intermediate H