A complete list of active advisors currently associated with Para Wealth Advisors, Inc.

Warmer can help you find a great advisor at Para Wealth Advisors, Inc. or one who fits your needs even better.

Para Wealth Advisors serves individual investors, businesses, and fiduciary entities such as trusts and estates, providing financial planning, investment management, and integrated wealth management services including retirement, tax, insurance review, education funding, and estate planning. The firm works with individual clients on ongoing portfolio management and tailored financial plans. The firm’s investment approach combines fundamental and technical analysis with an asset-allocation framework and generally a long-term orientation while allowing for shorter-term trading when appropriate. Although the firm reported $221,029,745 in non-discretionary AUM and no discretionary AUM as of December 31, 2025, it adopted a policy to accept only discretionary advisory services for new clients beginning January 1, 2026 and intends to transition existing clients over time. Noteworthy features include a small advisory team managing a relatively large asset base and the existence of legacy positions in private investment offerings where the firm or its principals retain minority interests and may receive indirect compensation for ongoing due diligence. The firm also typically recommends a particular custodian and generally does not accept proxy-voting authority on client accounts, and it aggregates client trades when practical for execution and allocation.

To learn more about the advisors currently working at Para Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.