About Paradigm Capital Group
At Paradigm Capital Group, we provide evidence-based, risk-adjusted, and tax-efficient wealth management and investment solutions tailored to meet your financial goals and risk tolerance. Our experienced team prioritizes building strong client relationships and delivering personalized financial strategies to help you achieve long-term prosperity.
Our approach centers around understanding your unique financial aspirations and delivering transparent, client-centric wealth management strategies. We prioritize integrity, trust, and excellence in every financial solution we create, ensuring that your wealth is managed with the utmost care.
What We Believe
Wealth Is More Than Money — It’s Freedom, Impact & Legacy.
At Paradigm Capital Group, we believe wealth should provide confidence, clarity, and generational strength. It’s why we deliver deeply personalized financial strategies that integrate tax planning, investment management, estate strategy, and risk mitigation into one intelligent plan.
We don’t react — we anticipate.
We don’t guess — we strategize.
We don’t chase returns — we engineer outcomes.
Signature Services
Our Core Planning Solutions
Wealth Management & Investments
Evidence-based, risk-adjusted, tax-efficient portfolios.
Tax-Smart Retirement Planning
Optimize taxes and income across every stage of retirement.
Business Owner Strategies
Exit planning, entity design, tax reduction, and value protection.
Estate & Legacy Planning
Protect your family, purpose, and generational impact.
Risk Management & Protection
Modern strategies designed to safeguard assets.
Serving Clients Across the United States
Strategic Wealth Management for Families & Business Owners Nationwide
Paradigm Capital Group proudly serves clients in all 50 states, offering a seamless, secure, boutique-level experience no matter where you live.
With modern digital infrastructure and private-client systems, we deliver the same elevated service virtually as we do in person.
No borders. No limits. Completely personalized to you.
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Virtual or hybrid planning
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Secure digital onboarding
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Quarterly nationwide portfolio reviews
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Full coordination with your CPA or attorney
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Family-office–style service from anywhere
Whether you're on the East Coast, West Coast, or anywhere in between — your strategy remains meticulous, tax-smart, and deeply aligned with your goals.
Will Your Money Last As Long As You Do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
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Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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Read how much the average person spends on health care today. (You might be surprised at the number!)
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Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Tax-Smart Wealth Planning
Advanced Tax Strategies to Preserve More of What You Earn
Taxes are often the largest expense for high-income families. We help reduce exposure through:
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Income tax reduction
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Capital gains planning
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Business tax optimization
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Retirement tax strategy
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Real estate tax efficiency
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Charitable planning
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Entity optimization