Paragon Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as a focus on tracking your progress, we can help you achieve your financial goals and adjust to whatever life brings. See how to get started with personalized advice. See how to get started with personalized advice

November 06, 2024

Now Playing

Is the current U.S. economic picture sustainable?

Is the current U.S. economic picture sustainable?

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)

November 05, 2024

What interest rate cuts may mean for investors October 14, 2024

View more markets and economic insights

All of us at Paragon Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our approach to financial planning

Our approach to financial planning

We are committed to help our clients achieve their financial dreams. In this video, we share our approach to financial planning and explain how we can help you reach your financial goals. Watch now to learn more.

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Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial Provides Personalized Financial Advice

Ameriprise Financial clients receive advice that is personalized to their financial goals. Because of this, 9 out of 10 of our clients are likely to recommend the experience to friends or family. Begin your journey with us today: https://www.ameriprise.com/financial-planning (0:30)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:49)

Paying for college: What financial steps should you take?

Paying for college: What financial steps should you take?

From financial aid and funding sources to student loans and tax incentives, here are eight key considerations that can help you make informed decisions when preparing to pay for college. (3:06)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs. (2:27)

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Reach Your Financial Goals With Help from Ameriprise Financial Advisors

Ameriprise Financial Advisors provide personalized advice to help our clients reach their financial goals in the short and long term. With over 125 years of history, we know that what matters most to our clients is the 1-to-1 relationship with a financial advisor they can trust to help set them up for financial success. Start financial planning with us today.

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Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

Two Minutes on the Ameriprise Investment Research Group (IRG)

Two Minutes on the Ameriprise Investment Research Group (IRG)

When you work with Ameriprise, you and your advisor are backed by the Ameriprise Investment Research Group – a team of professionals that carefully watches market conditions, evaluates the impact to investments and provides guidance as developments occur.

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The confidence to stay invested

The confidence to stay invested

How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured Solutions 2^SM annuity help give you the confidence to stay invested. (1:35)

RiverSource: Be confident in our strength

RiverSource: Be confident in our strength

Learn how we can help you live confidently, every day. Hear a message from our president. (2:59)

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Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

Insurance: When to get it

Insurance: When to get it

People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)

Financial Advisors Who Understand You and the Markets

Financial Advisors Who Understand You and the Markets

Clients rate Ameriprise a 4.9 out of 5 for overall satisfaction because our financial advisors understand their goals, as well as the markets. Find an advisor today: https://www.ameripriseadvisors.com/ (0:15)

Our commitment to you

Our commitment to you

In the Our commitment to you video, we highlight how RiverSource helps clients live confidently every day and well into the future. (1:31)

Paragon Wealth Advisors

Heather C Leach, Ameriprise Ultimate Digital Excellence Award Recipient, 2023