Paragon Wealth Strategies LLC
10245 Centurion Parkway North
Suite 105
Jacksonville, FL 32256
Who We Are
Paragon Wealth Strategies was founded with the goal of creating the optimal financial firm for clients who desire objective, holistic wealth management by credentialed professionals. As we earn NO Commissions for ANY investment recommendations, we can be truly objective in the investment advice that we provide our clients.
Professional excellence, concern, sensitivity, and diligent oversight are PARAGON’s core values.
Our corporate philosophy is reflected in our corporate mission - to evolve into Florida’s premier wealth management firm by developing ongoing intergenerational financial security for our clients by helping them make sound, objective financial and investment decisions.
We get to know you personally. We value your business and strive to provide you with extraordinary proactive service. By partnering with Fidelity Institutional Wealth Services, a global leader in financial services industry, we can offer products and services previously reserved for only the wealthiest of clients at the largest firms – at very competitive prices.
Our Commitment
Our Commitment to you is one of honesty and service. We have an unmatched capacity for hard work, counterbalanced by a down-to-earth, practical approach to decision making. We recognize that you have worked hard developing your own career, and work equally as hard developing ours. We are committed to enabling our clients to enjoy their lives while their financial affairs are managed by an independent, credentialed, objective team of professionals who can bring nearly every financial resource to the table in support of that goal.
Our Services
- Comprehensive or A-La-Carte Financial Planning
- Retirement Planning
- Investments and Asset Management
- Wealth Accumulation and Financial Coaching
- 401k Rollovers, IRA’s, and Roth Conversion Strategies
- Education Planning
- Estate Planning
- Insurance Needs Analysis and Risk Management
- Divorce Planning Services
- Charitable Giving
Our Team
Jonathan N. Castle, CFP®, ChFC®
Jon Castle, Managing Partner and Chief Investment Officer of PARAGON Wealth Strategies, is recognized as an astute money manager and highly skilled financial advisor. Jon uses straightforward communication skills to distill complex concepts into easily understood ideas. This approach allows clients to feel more successful, because they focus on what’s really important in their lives.
Mr. Castle graduated from the United States Military Academy at West Point and served as an officer in the U.S. Army until he entered the financial services industry in 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation (ChFC®).
He specializes in retirement planning, estate planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners. Jon is the author of the Community Column “WealthGuards” for the Florida Times-Union, was the co-host of the popular call-in financial talk radio show, “Financial Feud,” and teaches comprehensive retirement planning courses held at University of North Florida and Columbia College. He is also a frequent guest lecturer on wealth preservation topics at the Florida Coastal School of Law.
Michelle L. Ash, CFP®, CDFATM
Michelle Ash, Managing Partner and Chief Compliance Officer of PARAGON Wealth Strategies, specializes in comprehensive wealth management, women’s wealth management, and offers specialized services to clients considering or experiencing divorce through her additional designation as a Certified Divorce Financial AnalystTM.
Michelle helps clients in or nearing retirement to ensure their assets and their planning are structured to provide them comfort and success. As a Certified Financial Planner™ designee, Michelle believes in a holistic approach to helping clients plan and live their dreams.
Michael W. Carignan, CRPC®
Mike Carignan, Financial Advisor of PARAGON Wealth Strategies, is a skilled Financial Advisor specializing in comprehensive retirement plans for businesses and individuals. He prides himself on providing clients with a coherent plan designed specifically to address the needs of his clients, individual or businesses. He leverages his previous experiences as a senior manager for a textile company to work with businesses and business owners in constructing solid retirement plans beneficial to both the owners and the employees. His primary goal is client satisfaction based on trust, consistency and appropriate strategy design and implementation.
Please be aware that Paragon Wealth Strategies LLC has a portfolio minimum of $100,000 to accept inquiries through this directory.
