About Us
Paradigm is a mid-sized boutique Wealth Management firm known for serving families over multiple generations. We have positioned ourselves to endure — in other words, we’ll be there for the generations to come.
Our clients do not have a single advisor serving them; they have the whole team.
This concept allows each team member to get to know each client on a personal level. The team concept also allows our team to collaborate on every client’s situation, utilizing each team member’s strengths. It’s a lot of fun. Because Paradigm is a multigenerational firm, we are building out our next generation.
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At Paradigm, we believe:
- The whole is greater than the sum of its parts.
- Diversification across fixed income and equities reduces risk.
- A long-term approach is key to achieving your goals.
- Time in the market is more important than timing the market.
- Investment fads, day-trading, meme stocks, or illiquid cryptocurrencies will never be part of our recommendations for a sound investment strategy.
- Keep investment costs low by reducing and being mindful of transactions costs and fund expenses.
- We work to reduce tax liability for our clients whenever possible, optimizing portfolios to reduce income and capital gain taxes.
Our Culture
At Paradigm, our success is when we have helped you realize your goals.
By challenging mainstream financial thoughts, we provide creative solutions to help achieve your goals. We walk you through big decisions to help you during the bull and bear markets. Our goal is to help you achieve and maintain the lifestyle you have worked hard to create.