Why we rebuilt our site — and what you’ll find on it.
Welcome to the new Paragon Wealth Counselors website. So why the reboot?
Our original site went up in 2020, when we formed the firm during COVID. After many years with major full-service firms as a manager and advisor, I’d come to realize — much to my surprise — that the landscape had changed. Technology and industry disruption had opened the door for independent firms to deliver best-of-breed, customized solutions that aren’t watered down for the economies of scale a large firm requires. The myth is that the high-net-worth side of those big shops offers something the mainline advisor can’t access. It usually doesn’t.
That first site was a matter of necessity — a new firm needs one to exist. But it was generic, and it didn’t explain what we’re actually about. The new one does. And six years on, with AI-driven search now part of how people find advisors, being clear and substantive about who we are mattered more than ever.
So scroll through it. The homepage alone tells you who we are — and who we are not. Our purpose sits right at the top: Counsel and Solutions for Investors Navigating Significant Capital Events — tax windfall events, to be precise. Keep going and you’ll see it: we are capital allocation specialists for high-net-worth, accredited investors.
Our focus is helping people through a significant tax event, working alongside their CPAs and attorneys. Four decades of living through market cycles and tax-law changes teaches you what works and what doesn’t when the goal is keeping more of what someone has earned. Our four foundational pillars — all explained on the site — are structured around the tax code concerning windfall events and how to defer the taxes, and grounded in academic research rather than opinion or forecasting.
Have a look, and reach out if we can help — whether you’re facing a capital event and worried about the tax hit, or a professional whose client, after all your good planning, is still staring down a bill that takes a serious bite out of what they keep.