Our Private Client Services are tailored to people with highly complex needs looking to invest $2 million or more. For over 60 years, we have worked with individuals, families, and businesses to deliver services and solutions that help build, protect, and manage wealth.
Private Client Services can give you access to exclusive wealth management and specialized portfolios. You'll work with a team of financial advisors who specialize in handling the unique needs that come with more wealth, including merging existing investment accounts, distributing wealth to your loved ones, and maximizing the tax efficiency of your portfolio.
Your Paragon of Sage Wealth Management financial advisor will have the ongoing support of our Wealth Management Investment Team which includes CFA® charterholders and experts who are frequently featured in major national media outlets. This dedicated team provides ongoing thought leadership to our credentialed advisors and shares their insights with you in our weekly Market Commentary.
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