At our clients’ level of wealth, they face many risks.

So often one may not even be aware of what could go wrong with their financial wealth.
As the old adage goes…”you don’t know what you don’t know”.  Paragon Capital Partners makes our clientele aware of:

• Investment Risk –  Poor or negative investment returns that may reduce your wealth
• Liquidity Risk – Real estate and/or shares of closely held businesses may affect your cash flow
• Political/Regulatory Risk – Negative changes in tax policy and regulations may threaten your wealth accumulation
• Litigation Risk – Asset structure may make them vulnerable to lawsuits

Paragon Capital Partners develops strategies to mitigate some of these risks. Additionally, we facilitate conversations with other elite advisors with expertise in some of these areas. Ultimately, we hope to increase the certainty, control, and flexibility you have, while enhancing the protection of your assets.