Our team at Paradigm. Strategies in Wealth Management has been together, serving clients, day after day, for over 20 years. This level of cohesiveness and longevity provides a significant benefit to our clients. We know you by name. In fact, we also know your kids, their spouses, and your grandchildren.
Our team go beyond simply serving as a transactional financial advisory firm. We provide the thoughtful analysis you need to focus on building your business or practice so we can do what we do best: help you achieve sustainable financial and retirement goals. We accomplish this by developing a solid and trusting relationship with you and your loved ones. We are in it with you for the long haul, not just for a discreet period of time. We achieve our greatest successes when you reach the objectives we helped you create years ago. You trust us for our expertise, service-oriented approach, and approachability, and we deeply value you for placing your trust in us.
We have a passion for excellence and we hate bureaucracy. We always seek to “wow” our clients by providing a creative and customized high-touch approach to the solutions we recommend. As an organization, we are curious, courageous, and imaginative in challenging current thinking in the financial services world. Our small size allows us to be opinion leaders and achieve the highest level of subject matter expertise. We are there for you, to walk you through all of the big decisions you need to make in order to ensure your nest egg is there when you need it and that you can maintain the lifestyle you have worked so hard to build.
We believe our small team is – in and of itself – a competitive advantage. We are only a telephone call, text, Skype call, or email away. We are proud of our ability to be so service-oriented. Our personalities and technology allow us to work as a team on your behalf, to provide innovative, value-added solutions in a prompt, professional, and highly personal way.
How Paradigm Streamlines its Financial Services for Clients