JACKSONVILLE, FL— PARAGON Wealth Strategies, LLC, a boutique wealth management firm headquartered in Jacksonville, FL, has partnered with Black Diamond Performance Reporting, LLC, also of Jacksonville FL, to provide data aggregation and in-depth performance reporting on its portfolios.
“Black Diamond is superb,” says Jon Castle, Managing Partner and Chief Investment Officer. “It allows us to provide a first class wealth management experience for our valued clients. Clients will have their own secure portals to view performance on all their assets – wherever they are – across multiple custodians – and see real-time performance on one report generated by our firm. It is unlike anything else I’ve seen in the industry and very few firms offer it. It is representative of the superior experience we strive to create at PARAGON.”
Black Diamond representative David Gunaseelan agrees. “We were thrilled to add another Jacksonville firm to our client list. While we have many top-drawer financial firms across the country using our services, only two of them are headquartered in Jacksonville;
PARAGON Wealth Strategies, LLC, is an SEC-registered Investment Advisory Firm specializing in retirement planning, estate planning, tax planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners. Structured as a fee-only firm for investment services, PARAGON has contracted with Fidelity Institutional Wealth Services to maintain custody of client accounts. Their website is www.WealthGuards.com
Black Diamond Performance Reporting, LLC, is a Jacksonville, FL based firm and was established in 2003. Voted one of the best places to work in Jacksonville, Black Diamond recently achieved the enviable benchmark of over $15 Billion under measurement. Using its proprietary reconciliation engine, Black Diamond reconciles its clients’ data on a daily basis and provides a feature-rich internet application to view their data, including both assets under management and held-away assets. Their website is www.blackdiamondreporting.com.
