THE PARADIGM ADVANTAGE • We are proud to work with clients and their families to simplify and organize their financial matters. • Our holistic planning approach for each client ensures customized and useful wealth management advice. • As a SEC Registered fee-only Registered Investment Advisor (RIA), we always place our clients’ interests first by providing consultative guidance that is unencumbered by ethical conflict. • We coordinate with clients’ other financial service professionals including estate attorneys and CPAs to provide synchronized counsel. • We are not affiliated with any broker-dealer; our open and independent investment architecture prevents us from being locked into one family of products. OUR APPROACH • Investment Policy Statements, written collaboratively with you to establish both short and long-term goals, needs and objectives. • Frequent and candid meetings with you and family members ensure we are always working toward common financial goals and needs. • Diversification within portfolios across several asset classes using modern portfolio theory concepts as well as disciplined rebalancing is critical to our process. - Allocation strategies include cash, fixed income, equity and alternative income - Investments used include fixed income securities, equities, exchange-traded funds (ETFs), mutual funds, and third-party managers. - Cost effectiveness, tax efficiency and risk-return trade-offs are key considerations for any chosen investment, not compensation.
View Top Employees from Paradigm Wealth Management, LLCWebsite | http://www.investpwm.com |
Revenue | $1 million |
Employees | 9 (9 on RocketReach) |
Founded | 2008 |
Address | 950 Main Street Suite 700, Cleveland, Ohio 44113, US |
Phone | (440) 892-5900 |
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Industry | Financial Services, Finance General, Wealth Management Services, Finance, SEC Registered fee-only Registered Investment Advisor (RIA), Financial Planning, Portfolio Management |
Competitors | Chronos Wealth Management L.L.C, Covenant Wealth Advisors, Wealth Preservation Advisors |
SIC | SIC Code 87 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Paradigm Wealth Management, LLC employee's phone or email?
The Paradigm Wealth Management, LLC annual revenue was $1 million in 2024.
Doug Kuhlman is the Managing Partner of Paradigm Wealth Management, LLC.
9 people are employed at Paradigm Wealth Management, LLC.
Paradigm Wealth Management, LLC is based in Cleveland, Ohio.
The NAICS codes for Paradigm Wealth Management, LLC are [52, 523].
The SIC codes for Paradigm Wealth Management, LLC are [87, 62].