Enterprise League logo
Paragon PWM Logo

Paragon PWM

Franklin, United States (US) · Finance and Banking

Do your work at Paragon PWM?

Claim this profile to manage your company.

Verified by Enterprise League

Data quality

Complete · Accuracy

Last verified

May 2026

#private wealth management

#investment strategy

#risk management & insurance

#retirement planning

#philanthropic planning

#estate planning

#tax planning

#finance

#investing

#wealth building

Paragon PWM is a Finance and Banking company based in Franklin, United States (US), with 2-10 employees. Paragon PWM's profile is verified on Enterprise League.

Overview

Paragon Private Wealth Management is an independent wealth management firm dedicated to providing strategic, long-term financial guidance to clients in Franklin, Tennessee and Modesto, California. We specialize in navigating market cycles with disciplined investment strategies, prioritizing stewardship over transactions and focusing on building enduring relationships. Like the resilient bison, we face challenges head-on, leveraging a 360-degree perspective to weather market storms and guide our clients toward their long-term goals.

Our commitment to fiduciary service and CERTIFIED FINANCIAL PLANNER® expertise ensures that every decision is aligned with your values and legacy. Paragon Private Wealth Management offers a stable foundation designed to preserve and grow your wealth across market cycles and generations, providing peace of mind and confidence in your financial future.
Visit Official Website

Most teams do this before shortlisting

Contact Details

+1833.215.7272
info@paragonpwm.com

Franklin, United States (US), 324 Main St

+1

Company Type

Private Limited Company

Employees

2-10

Categories

Finance
Financial Services

Keywords

#private wealth management

#investment strategy

#risk management & insurance

#retirement planning

#philanthropic planning

#estate planning

#tax planning

#finance

#investing

#wealth building

Awards

• 2026 OpenSee all

Services

Default Product Image
Financial Planning
Financial Services

Our CERTIFIED FINANCIAL PLANNER® professionals create personalized financial plans to help you navigate life's significant milestones. We assess your current financial situation, define your goals, and develop a roadmap to achieve them. We focus on long-term financial security and building a sustainable wealth strategy.

N/A

Default Product Image
Wealth Management Services
Financial Services

Paragon Private Wealth Management offers comprehensive wealth management services tailored to individual client needs. This includes investment strategy development, portfolio management, retirement planning, estate planning, philanthropic planning, and tax planning. We provide a holistic approach to financial well-being, helping clients achieve their long-term goals with confidence.

N/A

Companies teams usually look at after Paragon PWM

Comparing a few options usually leads to better decisions

  • Save companies to compare later. Useful when sharing options with your team

This is how your company profile looks to others.