Paradigm, Strategies in Wealth Management, LLC

Paradigm, Strategies in Wealth Management provides customized investment management and financial planning services for individuals, families, and charitable organizations. Using Modern Portfolio Theory, Paradigm builds globally diversified portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. The investment management process includes analyzing existing portfolios, designing custom asset allocations, implementing strategies through Charles Schwab, and providing ongoing supervision. Paradigm also manages employer-sponsored retirement plans (such as 401(k) accounts) and held-away assets using third-party aggregation platforms. In addition to investment management, Paradigm offers financial planning and consulting services covering retirement goals, cash flow analysis, education funding, and overall financial strategies. Paradigm is owned by Kristina Bentzen, William O. Strand III, and Sean Grote.