A complete list of active advisors currently associated with Paramount Associates Wealth Management

Warmer can help you find a great advisor at Paramount Associates Wealth Management or one who fits your needs even better.

Paramount Associates Wealth Management provides discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan advisory (including the option to serve as a 3(38) investment manager), and limited consulting to individuals (both non‑HNW and high‑net‑worth), family foundations, trusts, and employer retirement plans. The firm reports managing about $146 million across roughly 189 client relationships and typically charges fees based on a percentage of assets under management. The firm’s process begins with a comprehensive financial plan that drives an economic‑driven global asset allocation, with allocations across mutual funds, ETFs, individual equities and debt, REITs, infrastructure, and selected private investments. Portfolios are reviewed at least quarterly and private‑investment suitability is assessed using Fidelity’s preferred list followed by Paramount Associates’ additional due diligence and ongoing manager reviews. Compared with peers of similar size, Paramount Associates is notable for acting as a wrap‑fee program sponsor, a relatively uncommon arrangement that bundles advisory, execution, custody, and reporting into a single fee and that the firm discloses may create incentives affecting trade frequency. The firm also relies on an institutional relationship with Fidelity for administrative, trading, and research services and discloses policies intended to mitigate potential conflicts related to custody, soft‑dollar benefits, and standing letters of authorization.

To learn more about the advisors currently working at Paramount Associates Wealth Management, 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.