Our clients want to make an impact now… and for years to come.

During the course of building and accumulating their wealth, our clients have had a positive effect on many people. They have delivered value-added products and services, created jobs, stimulated the local and national economy, contributed to worthy causes and enjoyed a rich and full-filling life. In most cases, they would like to eventually transfer this wealth to their heirs and charitable organizations and institutions.

Paragon Capital Partners works closely with our clients and their other key advisors to lay the foundation for an efficient transfer of as much of their wealth as possible. We recognize the possibility of increased estate taxation (both federal and state in some cases) and help clients plan for this. And we strive to do this without significantly affecting their current financial situation.