A complete list of active advisors currently associated with Paramount Financial
Warmer can help you find a great advisor at Paramount Financial or one who fits your needs even better.
Paramount Planning LLC (doing business as Paramount Financial) serves individual clients, including high‑net‑worth individuals, through discretionary asset management and related financial planning services. The firm offers portfolio management across proprietary strategic, tactical and allocation portfolios, provides financial plans as part of its advice, and holds educational seminars and workshops for the public. Paramount’s investment approach emphasizes asset allocation and periodic rebalancing, combining strategic long‑term allocations with tactical adjustments and fundamental analysis to align portfolios with each client’s goals and risk tolerance. The firm manages accounts on a discretionary basis, monitors portfolios at least quarterly, and documents client objectives to guide investment selection and ongoing adjustments. What distinguishes Paramount among peers is the principal’s active tax and insurance practices: the firm’s owner operates DWB Tax and Insurance Services/Tradewinds Tax Planning and Tri‑Point Tax and Accounting Services and devotes substantial time to those businesses, which the brochure discloses create separate compensation and potential conflicts of interest. The firm also offers held‑away account management for legacy clients through a third‑party platform (Pontera) that enables review and rebalancing of outside retirement accounts, and it provides public education events in addition to its advisory services.
To learn more about the advisors currently working at Paramount Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Danvers, MA
| 7
| |
Danvers, MA
| 2
| |
Danvers, MA
| 0
|
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