Paragon Private Wealth Group
Paragon Private Wealth Group was created to deliver a fiduciary, fee-only investment firm focused solely on their clients and not share-holder’s profits. Paragon is defined as “something that embodies the highest pursuit of excellence”. When it comes to managing your financial legacy, the partners of PPWG take this definition to heart. From simple financial questions to complex estate planning measures, a member of our team is always available to you as service is central to our client experience.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
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Distinct roles
2
indexed titles
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tools in use
Monthly traffic
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AK
Alan Keppler
Founding Partner · General Business & Management
EmailPhone - KO
Katie O. Keppler
Operations · Operations
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Top roles at Paragon Private Wealth Group
2 distinct titles indexed · top 2 shown.
- 2founding partner
- 2operations
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