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PARAGON Wealth Strategies, LLC Designated as Premier Advisor in Northeast Florida by the NABCAP
PARAGON Wealth Strategies, LLC announces that they have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Northeast Florida.
The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.
The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.
The NABCAP Premier Advisors were announced in the August 2012 edition of 904 Magazine.
PARAGON Wealth Strategies, LLC (http://wealthguards.com) is an independent, fee-only Wealth Management firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals specializing in successful retirement strategies. PARAGON uses a unique 5-step process to help successful, retirement-minded individuals make the smart decisions about their money necessary to achieve their most important goals. With its network of outside professionals, PARAGON’s team helps guide their clients to prudent decisions regarding Wealth Enhancement, Wealth Protection, Wealth Transfer, and Charitable Giving strategies. Since PARAGON and its advisors earn no commissions, fees, rebates, or bonuses on any recommended product, clients can move forward with confidence that the recommendations they receive are based only upon diligent research and state-of-the-
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.