PARAMOUNT ASSOCIATES WEALTH MANAGEMENT

Overview

Paramount Associates Wealth Management is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm focuses on financial planning and discretionary portfolio management for high-net-worth individuals, families and small-business clients, and it also provides pension consulting services. Its advisory model combines percentage-of-assets fees with hourly and fixed-fee engagements, and the firm reports that all of its assets are managed on a discretionary basis. Investment activity centers on using public mutual funds for core exposure while supplementing portfolios with third-party private equity and real estate allocations. The firm is not positioned as an active ESG investor and does not operate as a multistate adviser. A large custody relationship with a major broker-dealer supports execution and safekeeping of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices