Paragon Wealth Management Recognized as one of the Country's "Top Wealth Managers"
WealthManagerWeb recognized the 2010 Top Wealth Managers in the United States, and Paragon Wealth Management was on the list for the second time. Paragon has continued to grow despite the difficult stock market and economy.
- Salt Lake City-Ogden, UT (1888PressRelease) September 01, 2010 - Paragon Wealth Management, an investment firm in Utah, was named one of WealthManagerWeb.com's Top Wealth Managers in 2010.
"The firms that participate in the annual Top Wealth Managers survey are the lion's share of the largest, most established registered investment advisors (RIAs), in America," according to WealthManagerWeb.com's Editor-in-Chief Kathleen McBride. "These are the firms our survey partner, Fusion Advisor Network President Philip Palaveev, describes as the ones every RIA wants to be when they grow up."
To be eligible for the Top Wealth Manager Ranking, the firm must be an SEC registered investment advisor with its own IARD number; have minimum assets under advisement of $50 million, have individuals or high-net-worth individuals (as defined by the SEC) as more than half of its client base; and offer financial planning services. The rankings were posted on www.wealthmanagerweb.com this summer. Paragon was one of 500 firms in the United States chosen for this honor.
"We are honored to be listed with these remarkable firms," said Dave Young, President and founder of Paragon Wealth Management. "We are happy with the growth of our company the past few years despite the difficult stock market and economy."
In 2008 Paragon Wealth Management received a similar recognition. They were named one of Wealth Manager Magazine's "Top Dogs." This is a similar award that recognizes the top advisory firms in the country. The rankings were printed in the July/August 2008 issue of Wealth Manager Magazine.
Paragon was the only wealth management firm from Utah to be named one of WealthManagerWeb's Top Wealth Managers.
About Paragon Wealth Management
Paragon Wealth Management is a wealth management firm that was established in 1986. They actively manage all types of traditional and retirement accounts such as IRA and 401(k) rollovers, and pensions and trust. Paragon is a registered investment advisor and has fiduciary responsibility. Call 800-748-4451 for more information.
Paragon Wealth Management cannot guarantee the accuracy of information from other sources. Opinions are as of the dates indicated only. This report is not a solicitation for any security. Past performance is not a guarantee of future results. Investment performance reflects time and size-weighted geometric composite returns of actual accounts. Investment returns are net of all fees and costs. The S&P Index is a diversified, size weighted index of 500 stocks.
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