Paradigm Wealth Advisory LLC

Paradigm Wealth Advisory LLC is a registered investment advisor that offers customized investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and retirement plans. Paradigm Wealth Advisory builds tailored portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, often operating as a bundled fee program where regular trading costs are included in the advisory fee. The firm emphasizes a long-term approach, tailoring time-segmented strategies to match each client's specific goals, risk tolerance, and life stage, such as accumulating wealth versus living in retirement. In addition to portfolio management, Paradigm Wealth Advisory provides financial planning covering retirement, personal savings, education, and insurance needs, either as part of an ongoing relationship or through standalone engagements. The firm may also recommend variable annuities or independent third-party money managers when suitable. Clients custody their assets with independent firms like Charles Schwab or LPL Financial while Paradigm Wealth Advisory manages the portfolios on a discretionary basis.