Welcome
Paramount Wealth Advisors is a fee-based financial advisory practice whose registered associates are affiliated with Lincoln Financial Advisors (LFA). LFA is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates - a Fortune 500 financial services company that offers a broad range of financial products and services. My affiliation with Lincoln Financial Advisors provides depth, stability and significant resources to our practice and clients.
We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from LFA's local and national teams that consist of industry specialists who have strong technical backgrounds in financial planning. This business model allows our practice a high degree of autonomy so that we can focus solely on assisting our clients in helping towards meeting their financial goals.
Abundant intellectual capital is one of LFA's greatest strengths. LFA's resources are managed nationally, but deployed regionally and locally. Because LFA provides a deep level of expertise and resources, our practice receives consistent, high quality functional support that enables us - and ultimately you - to receive the very best thinking our practice has to offer.
Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial advisors access not only to Lincoln products, but access to insurance from other highly rated companies, private money managers, thousands of mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, hedge fund fund of funds, private equity funds, and an abundant amount of fixed and variable annuity contracts.
In giving our clients the objective advice to create, preserve, protect and transfer their wealth, we believe the partner of choice is Lincoln Financial Advisors.