Our clients have significant assets and excellent income…for now.

Paragon Capital Partners helps our clients use their current wealth to fuel strategies designed to create significant assets which can be efficiently accessed in the future. 

We recognize that in addition to growing their wealth and protecting their assets, our clients want to provide a full life for themselves and their family. We help you utilize investment vehicles and techniques which capitalize on your already strong financial profile. The goal is to design a financial solution which allows for easy and tax-efficient access of either lump sums or streams of cash flow long into the future.