Paragon PWM

Paragon PWM Independent wealth management for every season of life. https://www.savvywealth.com/disclosure

We tailor high-performance strategies for each client, helping them simplify financial decisions, navigate change, and plan for the future.

The bison found on our stationery is more than a design choice; it is a visual reminder of our philosophy. 🦬 In nature, ...
06/03/2026

The bison found on our stationery is more than a design choice; it is a visual reminder of our philosophy. 🦬

In nature, most animals run away from the storm, but bison turn toward the storm and move directly into it - quickly reaching the clear sky on the other side.

At Paragon, we believe a financial plan should function the same way:
• Strong: To weather market cycles.
• Steady: Calm during periods of volatility.
• Strategic: Intentionally navigating challenges head-on.

We provide the resilience you need to focus on what matters most.

Is there a missing key in your portfolio strategy? 🔑While optimizing your assets is a great first step, Asset Location i...
06/01/2026

Is there a missing key in your portfolio strategy? 🔑

While optimizing your assets is a great first step, Asset Location is what often determines how much of your returns you actually keep.

Structuring your investments strategically between tax-deferred and taxable accounts is vital for minimizing your lifetime tax drag. This strategy generates what we call 'Tax Alpha'—boosting your long-term wealth simply by optimizing where your assets live.

Want to ensure your portfolio is structured for maximum tax efficiency? Let’s connect. 📈

05/29/2026

Nine straight weeks of gains for the S&P, the Dow hit a fresh record above 50,800, and Dell ripped 32% on AI server demand. Here is what I am watching as we head into a jobs-report week.

The May employment report drops Friday at 8:30 ET. A hot number puts Fed cuts back on hold. A soft number puts a June or July cut squarely on the table.

Strong. Steady. Strategic.

Want to talk through your own plan? Link in bio.

Successful investing isn't about picking stocks. It’s about stewardship. As you approach retirement, your financial life...
05/28/2026

Successful investing isn't about picking stocks. It’s about stewardship.

As you approach retirement, your financial life becomes more complex. we’ve found that our clients aren’t just looking for growth—they are looking for:

✅ Strength: A portfolio that provides a paycheck - regardless of volatility.
✅ Steadiness: A steady hand that filters out the noise of the 24-hour news cycle and keeps your long-term plan on track.
✅ Strategy: Intentional moves that minimize tax friction and maximize your legacy.

We chose the Bison as our symbol because it represents the resilience required to manage significant wealth.
Is your current financial plan Strong, Steady, and Strategic?

Did you know that many advisors can legally sell you products that benefit their firm more than your family? They call i...
05/25/2026

Did you know that many advisors can legally sell you products that benefit their firm more than your family? They call it 'suitability.' Ask your advisor these 3 things today. If the answer to any of those is "No" or "It’s complicated," it’s time for a second opinion.

05/22/2026

Seven straight weekly wins for the S&P 500, but next Friday’s PCE print is the one the Fed is actually watching. Here’s the One-Minute Market Recap for the week ending May 22.

Markets are closed Monday for Memorial Day. The big number drops Friday: April
PCE, the Fed’s preferred inflation gauge.

Want to talk about your own plan? Link in bio.
FranklinTN

05/21/2026

Retirement isn't the end - it's a career change. You spent 40 years building your wealth. Now, it’s time for your wealth to work for you. What does your 'Day 1' of retirement look like?

We see it all the time in our office: parents gifting highly appreciated stocks or real estate to their children to 'get...
05/19/2026

We see it all the time in our office: parents gifting highly appreciated stocks or real estate to their children to 'get ahead' of the IRS. Here’s the Truth: You might be doing them a disservice.

In 2026, lifetime gifts use 'Carryover Basis.' Your kids inherit your 1990s price tag—and the tax bill that comes with it.

By holding those assets and passing them through your estate, your children receive a 'Stepped-Up Basis.' The capital gains tax is legally wiped clean. In a world where the estate tax exemption is now $15 million per person, the 'Step-Up' is the ultimate tax-free loophole for the American family.

Not sure which assets to give now and which to hold? Give us a call.

05/15/2026

The S&P touched 7,501 this week, the Nasdaq printed another record, and then both gave most of it back by Friday. Final tally: S&P +0.39%, Nasdaq -0.08%, Dow -0.17%.

Cisco’s AI-driven earnings beat and another leg up from Nvidia and Micron led the early-week rally. Rotation and profit-taking took over by Friday. And today is Powell’s last day as Fed Chair.

Free 30-minute call link in bio.

05/14/2026

"How much risk is right for you?" This is the first thing we consider when building a plan for our clients.

We don’t believe in one-size-fits-all investing. We sit down with every client to understand their personal appetite for risk so we can tailor their portfolio accordingly. Your investments should work for your goals and your peace of mind.

Check out the video to hear more about our approach to custom portfolio management.

Address

324 Main Street Ste: 200
Franklin, TN
37064

Telephone

+18332157272

Website

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