Paradigm: Strategies in Wealth Management, LLC Information

Paradigm: Strategies in Wealth Management, LLC provides comprehensive wealth management services in the areas of retirement planning, legacy planning, tax planning, risk management, and navigating life transitions. We specialize in working with physicians, business owners, and professionals to build and preserve the wealth they have worked so hard to build. From wealth accumulation and wealth preservation to retirement income planning and legacy planning, the team at Paradigm works with clients through every life phase. "As we establish a sense of trust with our clients, they begin to rely more on our insight and experience and less on their own number crunching. The Paradigm Team helps them manage their finances so they can better focus on the lifestyle they envision." Bill Strand, Founder and Principal Paradigm: Strategies in Wealth Management, LLC Our team has worked together for over 22 years and combined, has over 70 years of experience. The stability of the Paradigm team is rare in the financial services industry, allowing us to work seamlessly to provide unparalleled service to our clients. As a small firm, we develop long-term, collaborative relationships with a limited number of select clients. It is very gratifying to see clients accomplish their goals, whether in retirement or forming a legacy for their children. We believe a new paradigm is needed in the financial services industry, based on the values of trust, accountability, and transparency. It is our goal to be recognized as a company of dedication, honesty, integrity, and service.