Paramount Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,983,672
Clients
56
Advisors
2
of 3 employees
About
Invictus Advisory Services d/b/a Paramount Wealth Advisors provides discretionary portfolio management and financial planning to individuals, trusts, charities and estates, with a pronounced practice managing the cash and annuity components of personal‑injury, wrongful‑death, and workers’ compensation settlements. The firm also assists clients by selecting unaffiliated sub‑advisors through third‑party managed account programs and delivering limited written financial plans tailored to each client’s objectives.
The firm builds individualized asset allocations with a long‑term, diversified orientation, combining fundamental and technical analysis and an emphasis on low‑cost, tax‑aware options while permitting use of alternatives when appropriate. For settlement clients Invictus coordinates with attorneys, accountants and other advisors to structure plans intended to preserve capital and provide for health, education, maintenance and support funding.
What distinguishes Invictus from many peers is its business structure and client focus: the firm’s managing member maintains an affiliation with a law practice, its advisors are licensed to sell insurance, and the firm operates affiliated entities that provide structured‑settlement and lien‑resolution services. Those affiliations and the concentration on settlement‑related clients are disclosed in the firm’s brochure as potential sources of additional compensation and are addressed through internal policies and client disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for asset management may be arranged on a case-by-case basis
$250 per hour for financial planning fees
Main office
1090 Union Road, Suite 230
Buffalo NY 14224
Advisors at this office
2
Most active in
New York · Wisconsin
Also doing business as
Invictus Advisory Services · Invictus Advisory Services LLC · Paramount Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan C
Series 63, Series 65
Buffalo, NY
Paramount Wealth Advisors
Ryan Collins is a financial advisor at Invictus Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invictus since 2021. His prior experience includes roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Collins is employed at Milestone Consulting, LLC, where he provides consulting services focused on settlement preservation, economic analysis, and protection of government benefits for attorneys and plaintiffs. Invictus Advisory Services offers discretionary portfolio management and financial planning primarily for individuals, trusts, charities, and estates, with a focus on clients receiving personal injury, wrongful death, or workers’ compensation settlements. The firm emphasizes tailored asset allocations, long-term market exposure, and coordination with legal professionals through affiliated settlement-planning and lien-resolution services.
Paul I
Series 63, Series 65, Series 66
Buffalo, NY
Paramount Wealth Advisors
Paul Isaac Sr. is a financial advisor at Paramount Wealth Advisors with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Securities America, Inc. and SSN Advisory, Inc. He serves on the board of the New York State Trial Lawyers and is managing partner of Paramount Settlement Planning, LLC, which provides structured settlement services. Paramount Wealth Advisors offers discretionary portfolio management and financial planning to individuals, trusts, charities, and estates, specializing in managing cash and annuity components of personal-injury, wrongful-death, and workers’ compensation settlements. The firm employs a long-term, diversified investment approach with tax-aware strategies and coordinates with legal and other professionals to structure plans for settlement clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)