Private Clients
Empowering your legacy
Managing the financial affairs of high-net-worth individuals requires a specialized approach, addressing complex financial needs and long-term goals. At Paragon Accounting Group, we offer bespoke accounting and financial services tailored to meet the unique needs of private clients. Our team understands the intricacies involved in wealth management and our services are designed to help you manage, preserve, and grow your wealth with confidence.
We combine our expertise in accounting with our understanding of financial landscape faced by high-net-worth individuals. Our commitment to precision, professionalism, and confidentiality ensures that you receive personalized financial guidance, allowing you to focus on your personal and professional aspirations. With Paragon, your financial legacy is in expert hands.
Tax Planning & Compliance
Wealth Management & Planning
Estate & Trust Planning
Philanthropic Planning
Technology Integration
Ready to Protect your legacy?
Insights
Wealth Management Resources
Insights and tools for managing high net worth financial portfolios. Including news, trends, topics and research important to financial advisors.
Private Wealth Magazine
Path to excelling in wealth management. Articles and advice on wealth management, estate planning, and their advisors.
Forbs Wealth Management
Offers valuable insights and expert advice on managing high-net-worth portfolios. Covers a wide range of topics while providing the latest news, in depth analysis, and tips for high-net-worth individuals.
Philanthropy Roundtable
Builds and sustains a vibrant American philanthropic movement that strengthens our free society. With guidance and resources for effective charitable giving and philanthropy.
Gain Exclusive Insights into Financial Performance and Strategic Growth with Paragon Accounting
We provide the knowledge you need to transform possibilities into success.