Company

Paragon Private Wealth Group

Financial Services 1722 Routh St 5 employees

Employees: 5
Contacts: 2
Emails: 2

paragonpwg.com LinkedIn

Paragon Private Wealth Group Overview

Headquarters: 1722 Routh St
Website: paragonpwg.com
Industry: Financial Services
Employees: 5
Founded: 2020
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Portfolio Management Small Business Planning Exit Planning Cash Flow Analysis Corporate Retirement Planning Unique Financial Situations Financial Planning Retirement Planning Active Tax Management Generational Protection Estate Planning

About Paragon Private Wealth Group

Paragon Private Wealth Group was created to deliver a fiduciary, fee-only investment firm focused solely on their clients and not share-holder’s profits. Paragon is defined as “something that embodies the highest pursuit of excellence”. When it comes to managing your financial legacy, the partners of PPWG take this definition to heart. From simple financial questions to complex estate planning measures, a member of our team is always available to you as service is central to our client experience.

Paragon Private Wealth Group Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

Paragon Private Wealth Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Katie O. Keppler, Cfp®	Operations	Greenville, South Carolina, United States	Email
Sean Mullervy, Mba, Cfp®	Founder & Financial Advisor	Fort Lauderdale, Florida, United States	Email
Alan Keppler, Caia	Founding Partner at Paragon Private		View