Paragon Wealth Management

Specialties

Paragon specializes in wealth management for individuals and businesses throughout the United States. We are a registered investment adviser that was established in 1986. We actively manage all types of traditional and retirement accounts such as IRA and 401(k) rollovers, and pensions, and trusts. Paragon is a registered investment adviser and has fiduciary responsibility.

Paragon was listed on Wealth Managers Magazine’s Top Wealth Managers 2008, and Wealth Manager Web’s Top Wealth Managers in 2010. Paragon also received the Best of State award in financial services and the Small Business of the Year Award. Visit www​.paragonwealth​.com for more information.

History

Established in 1986.

Dave Young started Paragon Wealth Management in 1986. Throughout the first year, he researched various investment and money management strategies. He invested his life savings to test his methods. He built and tested basic quantitative models that determined when to be in or out of the equity markets through trial and error and extensive research.

He managed his own accounts and a few of his friends’ and family members’. When he avoided the 1987 stock market crash, his methods sparked a lot of interest. In 1993, Dave registered Paragon with the SEC, added staff and began attracting new clients. He built more sophisticated and complex quantitative models to determine when to move between various sectors, styles and markets.

Today, Dave continues to research and find ways to improve Paragon. Visit www​.paragonwealth​.com to learn more.

Meet the Business Owner

Dave Y.

Business Owner

Dave started his career as an entrepreneur. He successfully started over a dozen businesses in the early 1980s. In 1986, he decided to sell his businesses and invest the proceeds, but he was unable to find an investment company that met his needs. As a result, later that year he began managing his own portfolios. He believed in his methods so much that he invested his life savings and started Paragon Wealth Management.

Over 20 years later, Dave continues to invest and research ways he can improve his business to serve his clients better. His methods have attracted national and local attention. He has been interviewed by BusinessWeek, CNBC, the Wall Street Journal, the Deseret Morning News and other national and local media. He has also written articles for Utah Valley Magazine, Utah Valley Business Q, Utah CEO Magazine and their blog, Utah Business Magazine’s blog, Paragon’s blog called Money Manager’s Live and others.