Who We Are

How We Started

Founded in 1977, Paragon of Sage Wealth Management was a division of Paragon of Sage Finance, for a couple of decades, that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
• Manage investments with an unwavering focus on your financial strategy and personal goals
• Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
• Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets Over $547 billion in AUM1 Comprising 34% of the Barron’s Top 100 Financial Advisors list for 20212 Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

Paragon of Sage Wealth Management is one of the leading integrated financial services providers worldwide.

Satisfaction and security guarantees? At Paragon, the answer is: "Absolutely."

SATISFACTION GUARANTEE.?

We believe every investor deserves to work with a firm they can count on. At Paragon of Sage, our commitment to your satisfaction is backed by a guarantee. If for any reason you're notcompletely satisfied, we'll refund your fee or commission and work with you to make things right.¹ You won't find that kind of promise everywhere—but you will find it here.

SECURITY GUARANTEE

We cover losses in your Paragon accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams.

EXPERT INSIGHTS TO HELP YOU INVEST.

The world of investing is vast and nuanced, so we help you get your brain around it all with thousands of curated, easy-to-search articles on everything from today's market and tomorrow's forecasts to investing and tax strategies.

EXPECT TRANSPARENT PRICING AND LOW COSTS

When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience (1 out of every 3, in fact), helps them breathe easier, sleep better, and feel happier. That's why Paragon of Sage Wealth Management exists. It's why we do what we've been doing for many years. Being a Wealth Management company means we've been there for our clients since day one — and will continue to be — because we report to them, not Wall Street. Instead of having to worry about short-term gains, we take a long-term approach – both in the way we help people plan, and in the way we do business. This has served our clients well through all kinds of economic ups and downs. Our policyowners get to be a part of our company and may benefit from annual dividends. So when we do well, you do well, too.

Whether you're still growing your wealth, planning for your retirement or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalised wealth plan. The one financial partnership that goes beyond your portfolio. Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.

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