A LITTLE ABOUT PARAGON ROAD
Download The Value Legacy: Your Path to Greatness
- 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.
A world where individuals leverage their wealth, wisdom and skills for greater peace, purpose and love.
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.
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.
REQUEST A COMPLIMENTARY CONSULTATION
To arrange an appointment with one of our legacy planning experts, call 801.386.5861 or enter your information below.