Paragon Private Wealth Management LLC

Paragon Private Wealth Management LLC, a registered investment adviser established in March 2021, offers financial planning, consulting, and investment management services. The firm is owned by Justin Sherman and Catherine Salsman. They provide a broad range of financial planning services, including business planning, tax planning, retirement planning, and more. Investment management services are offered on a discretionary or non-discretionary basis, primarily focusing on equity securities, corporate debt securities, and various other investment options. Paragon Private Wealth Management may recommend Independent Managers in certain circumstances and tailors its services to meet individual client needs. The firm charges fixed fees for financial planning services and annual fees based on assets under management for investment management services, ranging from 0.50% to 1.50%. Clients have the discretion to impose restrictions on their accounts. The firm does not accept performance-based fees or engage in side-by-side management. Paragon Private Wealth Management recommends the custody, brokerage, and clearing services of Charles Schwab & Co, Inc. for client accounts. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients are encouraged to review their account statements and reports regularly. The firm does not have any soft dollar arrangements and does not vote proxies on behalf of clients. Paragon Private Wealth Management may provide assistance with class action lawsuits and IRA rollover recommendations. Clients are advised to consult with their tax professionals regarding the investing of their assets.