THE PARADIGM ADVANTAGE
• We are proud to work with clients and their families to simplify and organize their financial matters.
• Our holistic planning approach for each client ensures customized and useful wealth management advice.
• As a SEC Registered fee-only Registered Investment Advisor (RIA), we always place our clients’ interests first by providing consultative guidance that is unencumbered by ethical conflict.
• We coordinate with clients’ other financial service professionals including estate attorneys and CPAs to provide synchronized counsel.
• We are not affiliated with any broker-dealer; our open and independent investment architecture prevents us from being locked into one family of products.
OUR APPROACH
• Investment Policy Statements, written collaboratively with you to establish both short and long-term goals, needs and objectives.
• Frequent and candid meetings with you and family members ensure we are always working toward common financial goals and needs.
• Diversification within portfolios across several asset classes using modern portfolio theory concepts as well as disciplined rebalancing is critical to our process.
- Allocation strategies include cash, fixed income, equity and alternative income
- Investments used include fixed income securities, equities, exchange-traded funds (ETFs), mutual funds, and third-party managers.
- Cost effectiveness, tax efficiency and risk-return trade-offs are key considerations for any chosen investment, not compensation.
Company Details
- Employees
- 9
- Founded
- 2008
- Address
- 950 Main Street,
- Phone
- +1 440-892-5900
- co****@****pwm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- investpwm.com
- Keywords
- Wealth Management Services, SEC Registered fee-only Registered Investment Advisor (RIA), Financial Planning, Portfolio Management.
- HQ
- Cleveland, Ohio
Paradigm Wealth Management, Llc Questions
Paradigm Wealth Management, Llc's helpline number is +1 440-892-5900
Paradigm Wealth Management, Llc's website is investpwm.com
Paradigm Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/paradigm-wealth-management
Paradigm Wealth Management, Llc has
9 employees.
View email and phone details for 9
employees at Paradigm Wealth Management, Llc.
Paradigm Wealth Management, Llc's industry is
Financial Services
Paradigm Wealth Management, Llc's top competitors are
Wolf & Oak,
Lily Qian, Axa Advisors,
Schlindwein Associates, Llc,
Paradigm Wealth Management,
Paradigm Wealth Advisory, Llc,
Lincoln International,
Snider-Blake Personnel,
Marcum Wealth,
The Gottlieb Organization,
Rothschild Wealth Partners.
Paradigm Wealth Management, Llc's support email address is contact@investpwm.com
Paradigm Wealth Management, Llc's categories are Financial Services
Paradigm Wealth Management, Llc's founding year is 2008
