Westlake, OH Office

Paradigm Wealth Management, LLC is a registered investment adviser that serves individuals (including high net worth clients) and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, and referrals to third‑party money managers. The firm also provides participant account management for held‑away defined contribution plan accounts and offers investment‑related educational seminars for plan participants.

Advisory strategies are tailored to each client's objectives and risk tolerance and are implemented through asset allocation, manager selection, and third‑party model portfolios that Paradigm monitors and may replace if performance or characteristics diverge. For held‑away participant accounts the firm uses a third‑party platform to review and rebalance allocations on a recurring basis and conducts account reviews at least quarterly.

Compared with many peers, Paradigm combines a midsized advisory team managing over $500 million in client assets with an operational emphasis on managing held‑away participant accounts via a third‑party platform (allowing discretionary rebalancing without taking custody) and routinely providing no‑charge educational seminars to plan participants. The firm also typically requires custody at major institutional brokers and does not state a minimum to open an account, factors that can affect onboarding and trade execution.