A LITTLE ABOUT PARAGON ROAD

“We need to leave the world with legacy of meaning, not just a financial one. Meaning from your life’s journey through an autobiography, a personal letter to those you love, an individual vision that spreads your wisdom, talents and joy.”

— LAURA ROSER, CEO AND FOUNDER OF PARAGON ROAD

Download The Value Legacy: Your Path to Greatness

Learn:

  • How to ensure your most-important assets don’t get “lost.”
  • What components comprise a great legacy.
  • How Bill Gates, John D. Rockefeller, Harry Houdini and others keep their legacies alive.

Our Vision

A world where individuals leverage their wealth, wisdom and skills for greater peace, purpose and love.

Our Mission

To be the leader in creating the highest quality legacies of value that will be cherished for generations by our clients’ families, friends and the community.

Our Values

Quality, Creativity, People, Integrity.

What We Do

Paragon Road is a boutique consulting firm that focuses on:

  • Creating a legacy of lasting impact.
  • Structuring financial and time resources in a way that is meaningful.
  • Archiving and documenting family heritage and personal historical milestones.
  • Passing on assets of merit, including values and beliefs, traditions, wisdom, talents and skills, and financial intelligence.

A legacy of meaning is part art and part science. Our team of talented writers, personal historians, artists, public relations professionals, legacy planners, financial advisors and family systems consultants help our clients create a legacy of depth.

Learn more about our services →

REQUEST A COMPLIMENTARY CONSULTATION

To arrange an appointment with one of our legacy planning experts, call 801.386.5861 or enter your information below.