Paragon Wealth Management

Paragon Wealth Management is an independent office of Raymond James Ltd., one of North America’s leading independent full-service investment dealers. Our team has over 100 years of combined financial services experience, and our affiliation with Raymond James gives us a depth of specialized resources that enable us to offer customized solutions and strategies to meet our clients' unique needs.

The complexities of the financial world require sophisticated investment solutions and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.

We often collaborate with our clients’ other professional advisors (accountants, lawyers, etc.) to create a seamless and complete financial service package. Our ultimate goal is to give our clients peace of mind in knowing that all facets of their financial circumstances have been considered.

We invite you to browse our website to see everything we have to offer. Then reach out to any member of our team to start a conversation about how we can help you secure your financial future.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Estate Planning and Strategic Charitable Giving

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Strategies

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Risk Management

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Protection

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Transferring Your Account

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

Mike Headshot
Mike Janacek
Financial Advisor
Cory Headshot
Cory Janacek
Branch Administrator, Financial Advisor
Tom Headshot
Thomas Popielarczyk, CFP®, CIM®, RHU®
Financial Advisor
Ian Headshot
Ian Janacek
Associate Financial Advisor
Mark Headshot
Mark Hawkins
Financial Advisor

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

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